Roles and permissions
Each team member is assigned one of five roles that determines their access level.- Owner - the highest level of access. Can manage everything, including promoting other users to Owner.
- Admin - senior management role. Can manage team members, API keys, and operations, but cannot override Owners or remove other Admins.
- Editor - for developers and technical team members managing the full integration, including webhooks and technical configuration.
- Operator - for customer support or operations teams who need to process refunds and test payment flows but shouldn’t have access to sensitive integration settings.
- Viewer - basic role with data-viewing access only.
Detailed permissions
Owner
Owner
Can:
- View all merchant data
- Invite users at any role
- Promote and demote users at any role (except other Owners)
- Remove users (including Admins)
- Execute refunds
- Manage API keys (create, roll, revoke, delete)
- Demote themselves
- Remove the last Owner
Admin
Admin
Can:
- View all merchant data
- Invite users up to Admin
- Promote users up to Admin
- Demote users from Editor to Viewer
- Execute refunds
- Manage API keys (create, roll, revoke, delete)
- Demote themselves
- Demote an Owner or another Admin
Editor
Editor
Can:
- View all merchant data
- Execute refunds
- Configure webhook subscriptions
- Send test webhooks
- Access integration settings
- Promote, demote, or invite users
Operator
Operator
Can:
- View all merchant data
- Execute refunds
- Simulate test payments and refunds
- Promote, demote, or invite users
Viewer
Viewer
Can:
- View all merchant data
- Promote, demote, or invite users
- Execute refunds
Dashboard features
Test Mode
Test Mode
A safe environment to simulate transactions and test integrations without processing real payments. See Test Mode for details.
API keys
API keys
- Test API keys - for testing in the sandbox environment
- Live API keys - for production use and processing real transactions
- Manage keys under the API Settings section
- Only Owners and Admins can create, roll, revoke, or delete API keys
Members
Members
Manage team access:
- Invite team members with role-based access
- Role-based permissions control what each member can see and do
- Audit logs track member activities for security
Markets (Open Banking only)
Markets (Open Banking only)
For Open Banking checkout integrations, configure which countries and banks appear to your customers:
- Add and configure operating markets
- Set currency preferences and tax settings
- Enable or disable payment methods per region
Webhooks
Webhooks
Receive real-time event updates for payment status changes, payouts, deposits, and more. Register endpoints and subscribe to specific event types from the Dashboard.
Reports
Reports
Access historical data:
- View payments, payouts, refunds, deposits, and transactions
- Download in multiple formats (CSV, Excel)
- Track full transaction history
Filtering
Filtering
Find and organize data efficiently:
- Filter by date, status, payment method, or market
- Save frequently used filters
- Combine filters for precise results