Assign your team members different roles to grant or restrict their access to different Dojo features.
In this article
Default role permissions
Owner |
Admin |
Manager |
Staff |
Viewer |
Developer |
|
View transactions |
✓ |
✓ |
✓ |
✓ |
✓ |
X |
Refund transactions |
✓ |
✓ |
X |
X |
X |
X |
Reverse transactions |
✓ |
✓ |
✓ |
✓ |
X |
X |
Download transactions |
✓ |
✓ |
✓ |
X |
X |
X |
View transfers |
✓ |
✓ |
✓ |
X |
✓ |
X |
Change transfer reference |
✓ |
✓ |
✓ |
X |
X |
X |
View PCI Compliance |
✓ |
✓ |
X |
X |
✓ |
X |
Confirm/renew PCI compliance |
✓ |
✓ |
X |
X |
X |
X |
Business funding |
✓ |
- |
- |
- |
- |
- |
View team members |
✓ |
✓ |
✓ |
X |
✓ |
X |
Invite and manage team members |
✓ |
✓ |
✓ |
X |
X |
X |
View role permissions |
✓ |
✓ |
- |
- |
- |
- |
Edit role permissions |
✓ |
✓ |
- |
- |
- |
- |
Change locations nickname |
✓ |
✓ |
✓ |
X |
X |
X |
View payment links |
✓ |
✓ |
✓ |
✓ |
✓ |
X |
Create payment links |
✓ |
✓ |
✓ |
✓ |
X |
X |
View card machines |
✓ |
✓ |
✓ |
✓ |
✓ |
X |
Change card machines nicknames |
✓ |
✓ |
✓ |
X |
X |
X |
Order new card machines |
✓ |
✓ |
X |
X |
X |
X |
View activation and supervisor codes |
✓ |
✓ |
X |
X |
X |
X |
View list of billing invoices |
✓ |
✓ |
✓ |
X |
✓ |
X |
View and download billing invoices |
✓ |
✓ |
✓ |
X |
✓ |
X |
Access developer portal |
✓ |
✓ |
X |
X |
X |
✓ |
Changing role permissions
You can customise your account’s role permissions to suit your business’s needs.
First you will need to log in to the Dojo App & complete the following steps:
1. Select 'Team members' from the account menu
2. Tap the settings (cog) icon in the top-right corner of the screen
3. Select the role to edit, then choosing the areas of the app/tools to grant or restrict access to.
4. Clicking apply at the bottom of the screen
5. Bear in mind, changed to a role's permission set will apply to all team members with this role.