Skip to content

Managing teams

Manage teams overview

Within the Moov Dashboard, you can invite team members to access your account.

To invite a new member, go to the settings page and select Members. From there, select New member and enter the user’s email address. From there, you can select one of four roles:

  • Admin
  • Developer
  • Support
  • View only

Add new member

Here’s a summary of the different permissions associated for each role:

Key:

✅  Can perform action
🚫  Cannot perform action

Permission category Admin Support Developer View only
Your account View Update View Update View Update View Update
Business information 🚫 🚫 🚫
Users (Inviting new users and updating permissions) 🚫 🚫 🚫
Connected accounts View Update View Update View Update View Update
Accounts 🚫
Payment Methods 🚫
Transfers 🚫
Wallets 🚫
Developer tools View Update View Update View Update View Update
API Keys 🚫 🚫 🚫 🚫
Webhooks 🚫 🚫 🚫 🚫
Capabilities
Request Capabilties n/a 🚫 n/a n/a 🚫 n/a

An invitation to join as a member remains valid for 24 hours before it expires. If a user doesn’t accept their invitation within 24 hours, you’ll need to re-invite them through the same process.

You can go back and change roles or remove a team member as needed. Under Members, navigate to the member you need to edit, where you can select either Change role or Remove member.