User Roles & Permissions
Administrators in Stax Pay can assign roles and permissions to their users using team settings. Each role has its own assigned list of pre-selected permissions.
Roles
The following are the roles available to assign to specific users.
| Role | Description |
|---|---|
| Team Admin | Full access to the platform, can change roles, manage company information, branding, website payment links, and app integrations like QuickBooks Online. |
| Full-Access | Nearly all the same functions as Team Admin, but restricted from managing the team, company information, and integrations. |
| Staff | Can run charges, refunds/voids, and view/search activity, invoices, customers, and catalog items. Limited access to dashboard activity (e.g., total sales). |
| Sales Staff | Can run charges, view/search activity, invoices, customers, and catalog items. Cannot process voids/refunds and limited access to dashboard activity. |
| Reporting | Access to financial data, suitable for accountants or bookkeepers. |
| Sales Only | Can run transactions, view/edit customers, and add new payment methods. Cannot run refunds/voids. |
| Sales With Refund | Can run transactions, including voids and refunds, view/edit customers, and add new payment methods. |
API Calls
POST Create a Team →Updated 7 months ago