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Manage team members and permissions

Use the Teya App or Business Portal to add your team, assign roles, and control what each person can see and do. This helps you delegate day‑to‑day tasks while keeping sensitive information protected. 

Access levels explained

Super Admin

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

 

CanCannot
  • Access all areas of the system.
  • View all data across the platform (sales, settlements, Business Account, devices, etc.).
  • Grant or remove access for any user.
  • Manage the Business Account, including:
    - Making payments and transfers
    - Adding and managing payees and recipients
    - Managing cards and card limits
    - Scheduling transfers and standing orders
    - Managing direct debits
  • Add another Super Admin without completing KYC (Know Your Customer) verification.
Admin

Admins help manage operations across one or more companies.

 

CanCannot
  • Access all areas of the system and view all data (sales, reports, settlements, Business Account info, etc.).
  • Grant or remove access for any user except the Super Admin.
  • Download reports.
  • Issue refunds.
  • Manage teams across multiple companies.
  • For the Business Account:
    - View account balance and transaction history.
    - View account details (IBAN/sort code, recipients list, statements, exports).
    - Use this information for day‑to‑day oversight and reconciliation.
  • Edit or remove the Super Admin.
  • Perform sensitive Business Account operations:
    - Make payments or transfers
    - Add or edit payees/recipients
    - Manage or block cards
    - Schedule transfers or standing orders
Accountant

Accountants support financial oversight and reporting across selected companies.

 

CanCannot
  • 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.
  • For the Business Account:
    - View Business Account balance and transaction list.
    - Access statements and transaction exports to support bookkeeping and accounting work.
  • Access team management or Teams and Permissions.
  • Access the Sell page.
  • Use Teya Tap or Pay By Link.
  • Issue refunds.
  • Perform any Business Account operations:
    - No payments or transfers
    - No adding/editing payees
    - No card or limit management
    - No scheduling of transfers or standing orders
Cashier

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

 

CanCannot
  • 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 when they log in..
  • Be assigned to multiple companies.
  • Access team management or Teams and Permissions.
  • View transaction details beyond what is shown in the Sell flow.
  • Issue refunds.
  • View aggregate data, Settlements, or download reports.
  • View any Business Account information (no access to balance, transactions, or banking screens).

Managing your team

Add a new member

Use this flow in either the Teya App or Business Portal to invite someone and assign their role.

  1. Go to Settings.
  2. Select Teams and Permissions to view current roles.
  3. Click + Add member and fill in the required fields (name, email, and role).
  4. The invited person will receive an email to complete their sign‑up and create their Teya ID.

Remove a member

If someone leaves the business or no longer needs access, you can remove them from your account.

  1. Go to Settings.
  2. Select Teams and Permissions.

  3. Find the member you want to remove in the list.
  4. Click the three dots next to their name.
  5. Select Remove to revoke their access.
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