Add and manage team members

You can add multiple users to your LotusPay account. You can also edit and deactivate their accounts.

Admin users can see and manage team members.

Add user

If you want to share access to your LotusPay account with your colleagues, you can add them as team members. This is intended for your core team that needs visibility into all your activity.

You can add up to 25 users. You can add them on-by-one using the dashboard form.

1. Click on Settings and then click on Team. Only admin users can see this option.

2. Click on Add new user.

3. In the form that opens, enter the name, email address and role of the user. The role can be Read write, or Read only.

4. Click on Add user.

5. That user will receive an email invitation with a link. They should visit the link and enter a password to activate their login.

Edit user

You can edit the name and role of any user by clicking on Edit next to their name.

Deactivate user

You you can deactivate any team member by clicking on Deactivate next to their name.

Promoting a user to Admin

To promote another user to Admin role, the current Admin user should email LotusPay Support. You may have multiple users with Admin role.

Changing the Admin user

To change the admin user, first ensure you've added the new user as described above. Then the current admin user should email LotusPay Support asking us to promote the new user to Admin role and demote himself. If the outgoing admin user is leaving your organisation, the new admin user can deactivate their account.

Roles

• Admin users can view all resources, create sources and payments, manage team members, and (in Pro Plan) view API keys and docs.

• Read Write users can view all resources, and create sources and payments.

• Read Only users can view all resources.