Inviting Team Members to the Merchant Dashboard

Everything you need to know about inviting team members to merchant dashboard

To invite or add team members to your Korapay account:

1. Log in to your dashboard. Create an account if you don’t already have one.
2. Navigate to the Teams section on the Settings page of your dashboard.
3. Click on the Invite member button at the top right corner.
4. Fill in your team member's email and select the role from the drop-down, then click on "Send Invite".
5. Once you invite a team member successfully, an email is sent to them with an invite link. Note however that an invite is only valid for 48 hours. That is after 48 hours, the team member will not be able to join the account using the same invite.
6. This event is logged and can be viewed on the Audit Logs page.
   
   Alternatively, you may create a role that better suits your team by selecting Roles

Click on "Add new Roles", create your desired role and check the boxes for the access you want the role to have. Then return to the "Invite Member" icon and follow step 4 above

Here's a short video on how to give dashboard access to different team members: