Overview

Understanding the specific roles within PayMongo's User Management helps in assigning and defining the appropriate access for your team members.

Key Roles

Account Owner

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Account Owner Specification
There can only be ONE Account Owner.

This is the individual who initially created the PayMongo account. The Account Owner has full, all-access permissions to every feature and setting in the Dashboard, including the ability to manage other users, change bank account details, and access all sensitive information.

Team Member

Any new user who is invited and granted access to the company's PayMongo account by the Account Owner. A Team Member's permissions are strictly defined by the role group they are assigned to.

Permissions

A specific set of functions or actions that an Account Owner (or an authorized assignee with "Manage users" permission) can grant or deny to a Team Member.

Available Permissions

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Mixing & Matching Permissions
Permissions can be mixed and matched to create custom roles suitable for different departments or individuals

Before inviting a team member, it's highly recommended to define the specific permissions required for your business's internal workflows. PayMongo offers granular control over various functions:

Permission Category	Description	Access Granted	Example Roles
Account Owner	Full, unrestricted access to the entire Dashboard.	Everything in the Dashboard, including bank details, user management, API keys.	Owner, CEO, Founder
Manage Users	Ability to manage other team members' access.	View & manage members, view Security Logs.	Operations Manager, HR, Senior Management
Develop	Access to technical integration details.	Access API keys & documentation.	IT/Developers, Technical Integrators
View	Ability to see data without making changes.	View all links, pages, payments, wallet transactions, wallet balance, wallet details.	General Staff, Marketing, Analysts
Export	Access to download financial data.	View & export payments, payouts, bank information, and reports overview.	Finance & Accounting, Data Analysts
Refund and Contest Dispute	Ability to handle customer disputes and refunds.	View all payments, issue refunds, contest disputes.	Customer Support, Finance & Accounting
Manage Pages	Control over PayMongo Pages.	View all pages, create new pages, edit & delete pages.	Marketing Team, Web Content Manager
Manage Links	Control over payment links.	View all links, create new payment links, archive & unarchive links.	Sales Team, Marketing Assistant