Users
You can add and manage users for both your account and any portfolio accounts — like software platforms or merchants — directly from the Dashboard or via API.
Manage Users
To manage users for your own account, go to Account > Users. To manage users for a portfolio account, navigate to account and select the Users tab.
Invite user
To invite a user:
- Navigate to the Users tab
- Click the Invite User button
- Enter the user’s email address and select their role
The user will receive an email notification to set up their account. The invitation will expire after 7 days.
Resend user invitation
To resend a user invitation:
- Navigate to the Users tab and locate the respective user
- Click the Kebab Menu icon
- Select Resend Invitation
The user will receive an email notification to set up their account.
Update a user’s role
To update a user’s role:
- Navigate to the Users tab and locate the respective user
- Click the Kebab Menu icon
- Select Edit Role
- Select the user’s new role
- Click the Save User button
The user’s role will be updated immediately.
Reassign account owner
To reassign the account’s owner, reach out to support@paydude.io.
Delete user
To delete a user:
- Navigate to the Users tab and locate the respective user
- Click the Kebab Menu icon
- Select Revoke Access
The user’s access will be revoked immediately.
User Roles
Merchant roles
Admin
Full access to all data and settings.
Admins can view and manage everything across payments, disputes, and account settings.
View-only (coming soon)
For users who just need visibility.
This role grants read-only access to all areas, without the ability to make any changes. The view-only role is recommended for accounting and finance teams.
Software platform users
Admin
Full access to all data and settings.
Admins can view and manage everything across accounts, payments, reports, developer tools, and user permissions. Admin users also have access to commission statements.
Developer
Access to technical setup and monitoring.
Developers can read and manage API keys and webhook endpoints, and view all merchant and reporting data. Developer users cannot update merchant profiles or account settings.
Account manager (coming soon)
Built for customer-facing teams.
Account managers have view-only access to merchant and reporting data — including account details, disputes, and pricing templates. They cannot view or modify merchant applications, developer tools, users, or merchant preferences.
Analyst
Designed for operations and finance teams.
Analysts can view everything and update key data across payments, disputes, CSV reports, and account settings — but cannot make changes to developer tools or invite users.
View-only
For users who just need visibility.
This role grants read-only access to all areas, without the ability to make any changes.
Reseller users
Admin
Full access to all data and settings.
Admins can view and manage everything across accounts, payments, reports, developer tools, and user permissions. Admin users also have access to commission statements.
Integration analyst
Ideal for technical teams and integration support.
Integration analysts have read-only access to most data, allowing them to assist with setup, troubleshoot issues, and monitor account activity without making changes.
Sales rep/account manager
Tailored for sales and relationship management roles.
This role allows users to create and update merchant accounts, pricing, and applications. They can also view processing activity, reports, and account details — giving them the visibility they need to support onboarding and ongoing account management.
Support specialist
Designed for customer support teams.
Support specialists can view all information and manage common merchant tasks like updating account details, processing refunds, and handling disputes.
View-only
For users who just need visibility.
This role grants read-only access to all areas, without the ability to make any changes. View-only users do not have visibility into events or request logs.