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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.

Admin

An administrator can view and update the following permissions for their team and any connected accounts:

View/Update
  • Business information
  • User permissions
  • Account details
  • Payment methods
  • Transfers
  • Wallets
  • API keys
  • Webhooks
  • Capabilities

Support

Someone designated the support role will have have limited permissions on business level information for the Moov account. The support role is able to update connected accounts.

View Only View/Update
  • Business information
  • User permissions
  • Account details
  • Payment methods
  • Transfers
  • Wallets

Developer

A developer’s permissions are similar to the support role, with the addition of some developer-specific tools:

View Only View/Update
  • Business information
  • User permissions
  • Account details
  • Payment methods
  • Transfers
  • Wallets
  • API keys
  • Webhooks

View only

If you’d like to grant a team member permission to view only, they can view, but not edit across all permission categories:

View Only
  • Business information
  • User permissions
  • Account details
  • Payment methods
  • Transfers
  • Wallets
  • API keys
  • Webhooks
  • Capabilities

Member invitations

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.