Invite Team Members to Your Dashboard

You can invite your other team member to get the dashboard access and grant specific permission based on their role

Steps to invite new team member

Go to team member settings
Click + Invite member
Input the new team member’s email and tick on the permission options you want to grant for them
Click Invite
You will see a new team member listed with status Pending
Inform your new team member to check email with subject You have been invited to access the dashboard and click View dashboard
Do registration eg: set up password as new team member
Login to dashboard with the registered email and password

Available team member permission

Based on country

Permission	Indonesia	Philippines
View	✅	✅
Edit	✅	✅
Approve	✅	✅
Admin	✅	✅
Developer	✅	✅
Withdraw	✅	✅
No balance	✅	❌

Based on the needs

Needs	View	Edit	Approve	Admin	Developer	Withdraw	No Balance
Upload legal documents	❌	❌	❌	✅	❌	❌	❌
Activate payment method	❌	❌	❌	✅	✅	❌	❌
Edit business profile (logo, name, etc)	❌	❌	❌	✅	❌	❌	❌
Generate API Key	❌	❌	❌	✅	✅	❌	❌
Set up and change Callback URL	❌	❌	❌	✅	✅	❌	❌
Add and see IP whitelist	❌	❌	❌	✅	❌	❌	❌
Create invoice	❌	✅	❌	❌	❌	❌	✅
Void invoice	✅	✅	❌	❌	❌	❌	❌
Enable disbursement	❌	❌	❌	✅	❌	❌	❌
Create/delete batch/single disbursement	❌	✅	❌	❌	❌	❌	❌
Validate name mismatch batch/single disbursement	❌	✅	❌	❌	❌	❌	❌
Approve batch/single batch disbursement	❌	❌	✅	❌	❌	❌	❌
Refund credit card	❌	❌	✅	❌	❌	❌	❌
See cash balance	✅	✅	❌	❌	❌	✅	❌
View transaction details	✅	✅	❌	❌	❌	❌	❌
Resend callbacks	❌	❌	❌	❌	✅	❌	❌
Export report in Cash menu	✅	❌	❌	❌	❌	❌	❌
Export report in Transactions menu	✅	✅	❌	❌	❌	❌	❌
Export report in Balance menu	✅	✅	❌	❌	❌	✅	❌
Add, edit, and delete withdrawal bank account	❌	❌	❌	❌	❌	✅	❌
Withdraw funds	❌	❌	❌	❌	❌	✅	❌
Set PIN	❌	❌	✅	❌	❌	✅	❌
Add and delete team member, and edit user permission	❌	❌	❌	✅	❌	❌	❌
Check billing details and status	✅	❌	❌	✅	❌	❌	❌
Transfer cash balance to billing balance	❌	❌	❌	✅	❌	❌	❌
Add and delete email recipient settings for billing invoice	❌	❌	❌	✅	❌	❌	❌
See list of transactions under accept payments, create invoice, but cannot see the balance	❌	❌	❌	❌	❌	❌	✅
Add customers from customer menu	✅	✅	❌	❌	❌	❌	❌
Create transfer from master account	❌	❌	❌	❌	❌	✅	❌

INFO

Any actions in the xenPlatform menu (apart from create transfer from master account) will not require any permissions

FAQ

Who can invite a new team member to my dashboard?Only user with admin permission that can invite other team member.
Can a team member have multiple permission?Yes, you can grant more than 1 permission for each team member.
Can I invite a new team member with the same email to more than 1 Xendit dashboard that I have?Yes, you can do so.
I grant view and no balance user permission to my new team member, do they still see the cash balance?Yes because the granted permission doesn’t nullify other permission. If you grant view and no balance permission to a user, they can still see the balance because the no balance doesn't affect the view permission.
How can I edit the permission?You need to have admin permissions, go to settings -> team member -> choose which user email -> edit -> add/remove the permissions -> update

Last Updated on 2023-05-16

Steps to invite new team member
Available team member permission
FAQ