Add or remove team members

You can add team members to your account from the Portal.

On the main Dashboard, at the bottom left-hand of your navigation bar, you will see Invite Team Members.

From there you can add or remove members to your team, so they are able to access the Dashboard, APIs and SDKs.

Each team member will receive an email to set their own passwords so they have independent access to the Partner Portal.

The links in those emails expire after 24 hours so if they have not accepted the invite by then, you will need to add them again.

When you add a team member you will need to select a Role for them. Over time you will be able to add granular permissions based on the Team Members Role

The Owner role has all access permissions over the account, only make someone an Owner if you trust them to own the account entirely.

Roles and Permissions

Our portal offers a robust system of roles and permissions to ensure secure and efficient management of your organization's resources.

Roles Overview

1. Owner: Highest level of access and control

2. Admin: Administrative role with comprehensive access

3. Operator: Limited access but can run jobs on Portal via SmartCheck

4. Auditor: Limited access

Operator and Auditor roles are only available to enterprise partners

Key Permissions

Permission	Actions	Roles
Manage Teams	Create and edit new team members. Set up organization-wide two-factor authentication.	Owner Admin
Dashboard and Analytics	View summary report of your previous jobs you have ran	Owner Admin Operator Auditor
SmartCheck	Run jobs via SmartCheck	Owner Admin Operator
Job List and User List	View job results View user page	Owner Admin Operator Auditor
Developer Page	Manage API Keys Mobile SDK smile_config Setting default callback urls	Owner Admin
Manage Billing	One time wallet top-ups View payment history View wallet history Download monthly usage statement	Owner Admin Auditor (can not make payments)
Smile Links	Create, view and edit KYC links	Owner Admin