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The Team tab is available to the main account holder on business accounts. Team management is step 6 of the account setup checklist.
The team feature lets administrators add team members, assign roles, and invite collaborators by email.

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How to use Team

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How to access

Log in to merchant.clickpesa.com, open Settings, and select Team.
Team settings page in Merchant Dashboard

Team settings tab in the Merchant Dashboard.

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How to add a team member

1

Open the invite form

Click Add Team Member.
Add Team Member button on Team settings

Click Add Team Member on the Team page.

2

Send the invitation

Fill in the required fields and send the invitation.
Invite team member form

Enter team member details and send the invite.

3

Team member accepts the invite

The team member receives an email with an invitation link.
Team member invitation email

Team invitation email.

They set a password to join the platform.
Team member password setup screen

Set a password to join as a team member.

4

Complete onboarding

The team member follows the standard onboarding process. They do not submit KYC documents but complete login setup.
5

Manage existing members

From the Team table you can Resend expired invites, change Role, or Deactivate / Activate accounts. You are prompted for your password when changing team member access.
Resend team invitation button

Resend an expired invitation.

Team member role dropdown

Update a team member role.

Deactivate team member button

Deactivate a team member account.

Activate team member button

Reactivate a team member account.

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Team member Roles

  1. Manager
    This role can be given to those members who are likely to be given higher roles in your account, i.e We have payout roles (Initiator and Authorizer). Only a member with Managerial Role can be an Authorizer for Payouts.
  2. Employee
    This role can be given to those members who are likely to be given lower roles in your account, i.e We have payout roles (Initiator and Authorizer). Employees can only be given Initiator roles for payouts.
  3. Developer
    Developer role is created to help speed up integration process for merchants with less technical ability. Developer will only be able to view payouts and payments. And They will be able to set anything associated with integration within the dashboard. Open Here to View Developer documentation.

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Common Use Cases

  1. External Accountants Collaborate with accountants by adding them as team members. Accountants can assist in managing financial records, but administrators retain control over authorizing payouts and fund withdrawals.
  2. Administration, Bookkeepers and other staff members Collaborate with staff members to share data and do actions without giving them access to initiate payouts and withdrawals.