> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zbx.boomfi.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Team and Roles

> Invite teammates and understand Owner, Admin, Member, and Accountant permissions.

In **Settings → Team**, invite colleagues by email and assign a role.

Open:

`https://merchants.zbx.boomfi.xyz/dashboard/settings/members`

<img src="https://mintcdn.com/zbx/dSq06TT4ZbzJ3OV5/dashboard/images/settings-team-zbx.png?fit=max&auto=format&n=dSq06TT4ZbzJ3OV5&q=85&s=82005889483c8db835a11d64f8f77f86" alt="ZBX team settings" width="1440" height="900" data-path="dashboard/images/settings-team-zbx.png" />

## Role summary

* **Owner**: full organisation control, including delete and organisation-level settings
* **Admin**: full management of team, funds transfer, API keys, settlement, and webhooks (except organisation delete)
* **Member**: create and manage pay links, view/export customers and transactions, refunds and cancellations
* **Accountant**: view and export customers and transaction data only

## Invite a teammate

1. Open the Team page
2. Click **Add user** (or equivalent)
3. Enter work email and choose a role
4. Send the invite

<img src="https://mintcdn.com/zbx/dSq06TT4ZbzJ3OV5/dashboard/images/settings-team-invite-zbx.png?fit=max&auto=format&n=dSq06TT4ZbzJ3OV5&q=85&s=f7d3027cfe8ab1df3ce19638148f9f42" alt="ZBX team invite" width="1440" height="900" data-path="dashboard/images/settings-team-invite-zbx.png" />

## Permission matrix

| Permission                   | Owner | Admin | Member | Accountant |
| ---------------------------- | :---: | :---: | :----: | :--------: |
| View dashboard               |  Yes  |  Yes  |   Yes  |     Yes    |
| View transactions            |  Yes  |  Yes  |   Yes  |     Yes    |
| Export transactions          |  Yes  |  Yes  |   Yes  |     Yes    |
| View customers               |  Yes  |  Yes  |   Yes  |     Yes    |
| Export customers             |  Yes  |  Yes  |   Yes  |     Yes    |
| Create customers             |  Yes  |  Yes  |   Yes  |     No     |
| Edit customers               |  Yes  |  Yes  |   Yes  |     No     |
| Delete customers             |  Yes  |  Yes  |   Yes  |     No     |
| View paylinks                |  Yes  |  Yes  |   Yes  |     No     |
| Create paylinks              |  Yes  |  Yes  |   Yes  |     No     |
| Edit paylinks                |  Yes  |  Yes  |   Yes  |     No     |
| Initiate refunds             |  Yes  |  Yes  |   Yes  |     No     |
| Cancel payments              |  Yes  |  Yes  |   Yes  |     No     |
| Manage team members          |  Yes  |  Yes  |   No   |     No     |
| Manage integrations          |  Yes  |  Yes  |   No   |     No     |
| Manage API keys              |  Yes  |  Yes  |   No   |     No     |
| Manage settlement accounts   |  Yes  |  Yes  |   No   |     No     |
| Edit business settings       |  Yes  |  Yes  |   No   |     No     |
| View webhook configuration   |  Yes  |  Yes  |   No   |     No     |
| Manage webhook configuration |  Yes  |  Yes  |   No   |     No     |
| Transfer funds               |  Yes  |  Yes  |   No   |     No     |
| Manage organisation settings |  Yes  |   No  |   No   |     No     |
| Delete organisation          |  Yes  |   No  |   No   |     No     |