Team

The Dashboard's user management functionality enables you to add, edit, or remove users' access to the Dashboard.

• Only certain roles can manage users.

Add team members
To add a user to the Dashboard:

1. In the Team tab, click Add members in the upper right of the screen.
2. Enter the members' email addresses, pressing Enter after each address.
3. Select the roles that you want all the members to have. You can combine developer, operations, and finance roles. The summary panel on the right lists the functions that the roles provide.
4. Click Send invites.

Your team members receive email invites enabling them to log in to the Dashboard.

Edit a team member

To edit a user's role:

1. In the Team tab, select one of your team members.
2. In the details panel that appears, select the new roles that you want the user to have. You might need to clear certain roles to have access to the other roles, for example, you cannot combine the admin role with any other role.
3. Click Apply.

The team member gains the new roles.

Remove a team member

To remove a user from the Dashboard:

1. In the Team tab, select one of your team members.
2. In the details panel that appears, click the three dots in the upper right of the screen.
3. Click Remove.
4. In the confirmation window, click Continue.

The team member no longer has access to the business in the Dashboard.

Enable two-factor authentication for all team members

In the Team tab, click the Enable two-factor authentication for all team members (recommended) toggle to the on position.

The next time your team members log in to the Peach Payments Dashboard, they must enrol for two-factor authentication as described in the Enable two-factor authentication section.

Disable two-factor authentication for a team member

If someone on your team has lost access to their authenticator app and cannot access the Dashboard, owner and administrator users can disable two-factor authentication for that user:

1. In the Team tab, select one of your team members.
2. In the details panel that appears, click the three dots in the upper right of the screen.
3. Click Disable 2FA.
4. In the Disable 2FA window that appears, click Continue.

The team member can now log in without two-factor authentication.

Manage team members for multiple businesses

If you've got owner or administrator access to an organisation that includes multiple businesses, you can manage team members for all the businesses as follows:

1. In the top menu, click Businesses.

2. In the Business filter window that appears, search for and select the businesses whose team members you want to manage. To manage the team members for all businesses that you have access to, select the All businesses check box.

3. Click Apply.

The Dashboard updates to show team members for all the selected businesses. The team listing now includes a Business access column showing how many businesses the team member has access to. If a team member has more than one role, the team listing includes a row for each role and shows how many businesses the team member has that role in.

To see which businesses a user has access to, click the user and then select the Businesses tab.

The Businesses tab enables you to view which businesses the user has access to.

If you've got access to an organisation with multiple businesses:

• When adding team members, you can add them to multiple businesses.

Add team members to multiple businesses.

• When editing a team member's role, you can edit their role for multiple businesses.

Edit a team member's role for multiple businesses.

• When removing team members, you can remove them from multiple businesses.

Remove team members from multiple businesses.