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Team Members cover image
Invite teammates to your business dashboard and give each one a role. A role sets what each teammate can see and change, resource by resource, from payments and refunds to products, webhooks, and payouts.

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How to Add a Teammate?

My Team page listing team members with their roles and actions
  1. Go to Settings → Team.
  2. Click Invite Member in the top-right corner.
  3. Enter the email address of each teammate. Press space, comma, or Enter after each address to add another, or paste a list.
  4. Select one role for everyone in this invite. To give teammates different roles, send separate invites.
  5. Click Send Invite.
Each teammate gets an email with a sign-in link right away.

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How Can a Teammate Access the Dashboard?

Create your account form with first name, last name, phone number, and password fields
  1. The teammate opens the invitation email and clicks the link.
  2. A teammate without a Dodo Payments account goes to the signup page and creates one. A teammate who already has an account opens the business from the business switcher at the top of the sidebar.
  3. After signup, the teammate can use the dashboard with the assigned role. Pages and actions outside the role are hidden, or show that the teammate doesn’t have access.

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Roles and Permissions

Business switcher showing the business name with the Owner role badge
Your role appears as a badge next to the business name in the business switcher at the top of the sidebar. To see the exact access of every role, click Manage Roles on the Team page. A role grants None, Read, or Write access to each resource, such as Payments, Refunds, Products, Webhooks, or Business Settings. Write includes Read. Payouts and Balances are read-only for every role.

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Owner

The Owner has full control of the business. Each business has exactly one Owner. Only the Owner can change a member’s role, and the Owner can’t be removed from the team. You can’t transfer ownership from the dashboard; to change the Owner, contact support.

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Predefined Roles

Teammates who joined with the earlier Editor or Viewer roles keep them. Editor has access to everything, and Viewer has read-only access.

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Custom Roles

To give a teammate a different mix of access, create a custom role:
  1. On the Team page, click Manage Roles.
  2. Click Create Custom Role.
  3. Enter a Role Name, such as Billing Manager.
  4. Set None, Read, or Write for each resource. Grant access to at least one resource.
  5. Click Create Role.
The new role then appears in the role picker when you invite a teammate or change a role. You can edit a custom role’s permissions at any time. To delete a custom role that teammates hold, reassign them to another role first.

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Who Can Manage the Team

Teammates whose role has Write access to Team Members can invite and remove teammates. They can only grant roles with less access than their own, and only access they have themselves. Only the Owner can change a member’s role. Any teammate except the Owner can leave the business with Leave Team on the Team page.
Last modified on October 15, 2026