Assign your team members different roles to grant or restrict their access to different Dojo features.
Default role permissions
Owner |
Admin |
Manager |
Staff |
Viewer |
Developer |
|
View transactions |
✓ |
✓ |
✓ |
✓ |
✓ |
X |
Refund transactions |
✓ |
✓ |
✓ |
✓ |
X |
X |
Reverse transactions |
✓ |
✓ |
✓ |
✓ |
X |
X |
Download transactions |
✓ |
✓ |
✓ |
X |
X |
X |
View transfers |
✓ |
✓ |
✓ |
X |
✓ |
X |
Change transfer reference |
✓ |
✓ |
✓ |
X |
X |
X |
View PCI Compliance |
✓ |
✓ |
X |
X |
✓ |
X |
Confirm/renew PCI compliance |
✓ |
✓ |
X |
X |
X |
X |
Business funding |
✓ |
- |
- |
- |
- |
- |
View team members |
✓ |
✓ |
✓ |
X |
✓ |
X |
Invite and manage team members |
✓ |
✓ |
✓ |
X |
X |
X |
View role permissions |
✓ |
✓ |
- |
- |
- |
- |
Edit role permissions |
✓ |
✓ |
- |
- |
- |
- |
Change locations nickname |
✓ |
✓ |
✓ |
X |
X |
X |
View payment links |
✓ |
✓ |
✓ |
✓ |
✓ |
X |
Create payment links |
✓ |
✓ |
✓ |
✓ |
X |
X |
View card machines |
✓ |
✓ |
✓ |
✓ |
✓ |
X |
Change card machines nicknames |
✓ |
✓ |
✓ |
X |
X |
X |
Order new card machines |
✓ |
✓ |
X |
X |
X |
X |
View activation and supervisor codes |
✓ |
✓ |
X |
X |
X |
X |
View list of billing invoices |
✓ |
✓ |
✓ |
X |
✓ |
X |
View and download billing invoices |
✓ |
✓ |
✓ |
X |
✓ |
X |
Access developer portal |
✓ |
✓ |
X |
X |
X |
✓ |
Edit role permissions
You can customise your account’s role permissions to suit your business’s needs.
-
Select ‘Team members’ from the Account menu
-
Select the settings in the top-right corner of the screen
- Select the team member role to edit, then select the tools to grant or restrict access to.