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Key Highlights

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My Account Section Guide

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Step 1: Admin Logs into the Dodo Payments Dashboard

To access the User and Access Management feature, the account administrator must first log in to their Dodo Payments account.

• How to Log In:
  1. Navigate to the Login Page.
  2. Enter your email address and password.
  3. Complete any additional security steps, such as two-factor authentication (if enabled).

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Step 2: Navigate to the User and Access Management Section

Once logged in, the administrator can access the User and Access Management section, where they can view all existing team members and manage their roles and permissions.

• How to Access:
  1. From the dashboard, click on Settings.
  2. Select User and Access Management from the menu.

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Step 3: Create a New Team Member

To add a new team member, the admin must enter basic information about the team member, such as their Name and Email Address.

• How to Add a Team Member:
  1. Click Add Team Member in the User and Access Management section.
  2. Fill in the team member’s name and email.
  3. Click Next to proceed.

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Step 4: Assign Role and Permissions

After entering the team member’s details, the admin can assign them a specific role. Dodo Payments offers both predefined roles and the ability to create custom roles based on the merchant’s needs.

• How to Assign Roles:
  1. Choose a predefined role from the dropdown menu, or select Custom Role.
  2. For custom roles, specify the permissions by checking or unchecking various access points.
  3. Click Save to assign the role.

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Step 5: Send Invitation to Team Member

Once the role and permissions are set, the admin can send an invitation to the new team member. This email will include instructions for setting up their account and logging in to the platform.

• How to Send an Invitation:
  1. After assigning the role, click Send Invitation.
  2. The team member will receive an email with a link to create their login credentials.

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Step 6: Team Member Accepts Invitation

The invited team member will receive an email with a subject line like “You’ve Been Invited to Join Dodo Payments”. They will follow the instructions to set their password and complete their account setup.

• What the Team Member Needs to Do:
  1. Open the invitation email and click the Accept Invitation button.
  2. Create a password and log in to the Dodo Payments dashboard.
  3. Depending on their role, the team member will only have access to the sections they’ve been assigned.

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Step 7: Manage and Monitor Team Members

After the team member has joined, the admin can continue to manage their access. This includes editing their roles, viewing their activity, and removing them if necessary.

• How to Manage Team Members:
  1. In the User and Access Management section, click on the team member’s name to view or edit their permissions.
  2. To remove a team member, click Remove User or Deactivate to temporarily revoke their access.

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Roles

• Owner
• Editor
• Viewer

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Role-Based Access Matrix