How can we help?

How to manage user access to the dashboard?

Last updated on March 27, 2024

This page explains how to grant, change and revoke access to the Omise dashboard.

  • How to invite team members and assign roles?
  • What are the areas each role has access to?
  • How to change a member’s permission?
  • How to revoke a member’s access?

Invite team members to the dashboard

You can add people in your organization and grant them permission to the dashboard.

These steps are only for adding trusted members from your organization. You should only grant access to those that need it to perform their job and specify their role accordingly.

To invite a team member and assign a new role:

  1. Go to Settings. Select Teams and click Invite member.

    Guide1

  2. Enter the work email address of the person you want to add and select an appropriate role.

    Be sure to read the description for each role. Each user can be assigned to more than one role, except for users that have already been assigned with the admin role. Admins have access to all roles.

  3. Click Send invite.

    Guide2

    The person will receive an invitation granting them access to the dashboard in their email inbox.

Available user roles and access levels

Primary Owner Admin Operations Manager Finance Manager Sales Manager Technical Manager Link Creator
Team Setting
Edit Team Name
Invite Member
Edit role
Revoke access
Dashboard
View transaction
Setup a transfer
Setting
Recipients auto activation
Installment interests setup
Chains feature setup
Export metadata setup
Email Subscription
Charges
View
Action - refund
Action - reverse
Action - capture
Export
Transfers
View
Export
Create
Refunds
View
Export
Disputes
View
Submit
Export
Balances
View
Export
Links
View
Create link
Disable link
Duplicate link
Customers
View
Add a charge schedule
Export
Recipients
Create new recipient
Edit
Delete
Activate
Setup a transfer
Setup a transfer schedule
Events
View
Webhooks
Edit webhook endpoint
Transfer Schedules
Setup a transfer schedule
Delete
Charge Schedules
Setup a charge schedule
Delete
Third Party Integration
Enable
Disable
Chain
View chain key
Revoke chain
Keys
Roll key
Logs
View
Export
Receipt
View
Export

Note: Roles are only applicable on the live dashboard. All members have full access to the test dashboard.

Change a member’s permission

To change a member’s access:

  1. Go to Settings. Select Teams and select the user you wish to change access.
  2. Select or add the new roles.
  3. Click Update.

Revoke a member’s access

To remove a member from your account:

  1. Go to Settings. Select Teams and select the user you wish to revoke access.
  2. Click Remove member button at the top right corner.
  3. Click Remove to confirm (Members can be invited back anytime).

We strongly recommend all members with access to the Omise dashboard enable two-factor authentication. This adds an additional layer of protection by requesting individuals to enter a security code each time they sign in.

Can’t find your answer?

Get in touch with us and we’ll get back to you as soon as possible

Omise uses cookies to improve your overall site experience and collect information on your visits and browsing behavior. By continuing to browse our website, you agree to our Privacy Policy. Learn more