Managing Members in Teya App and Business Portal

  • Updated

Our platform allows you to efficiently manage collaborators and control their access levels, ensuring smooth team coordination.

Access Levels

Teya supports four access levels: Super Admin, Admin, Accountant, and Cashier. Each level comes with its own set of permissions and responsibilities.

1. Super Admin

The Super Admin is the legal representative of the business with full control over the account.

Can do and see

  • Access all areas of the system.
  • View all data across the entire platform.
  • Grant or remove access for any user.

Can’t do or see

  • Cannot add another Super Admin without completing KYC verification.

2. Admin

Admins help manage operations across one or more companies.

Can do and see

  • Access all areas of the system and view all data.

  • Grant or remove access for any user except the Super Admin.

  • Download reports.

  • Issue Refunds.

  • Manage teams across multiple companies.

Can’t do or see

  • Cannot edit or remove the Super Admin.

3. Accountant

Accountants support financial oversight and reporting across selected companies.

Can do and see

  • Be assigned to multiple companies (set by a Super Admin or Admin)

  • View company data

  • Download reports.

  • Land on a reporting and financial overview page.

Can’t do or see

  • Cannot access teams or Permissions. 

  • Cannot access the Sell page. 

  • Cannot use Teya Tap or Pay By Link. 

  • Cannot issue Refunds.

4. Cashier

Cashiers use Teya tools for in-person sales within a single company.

Can do and see

  • Be assigned to multiple stores within the same company

  • Access the Sell page

  • Use Teya Tap or Pay By Link

  • Land directly on the Sell page

Can’t do or see

  • Cannot be assigned to multiple companies.

  • Cannot access teams or Permissions.

  • Cannot view transaction details.

  • Cannot issue Refunds.

  • Cannot view aggregate data or download reports.

  • Cannot view Settlements.

How Do I Add a Member?

  1. Go to Settings.

  2. Select Teams and Permissions to view current roles.

  3. Click + Add member and fill in the required fields.

  4. The invited person will receive an email to complete their sign-up.

How Do I Remove a Member?

  1. Go to Settings.

  2. Select Teams and Permissions.

  3. Find the member you want to remove.

  4. Click the three dots next to their name.

  5. Select Remove.

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