How to add a teammate?
- Navigate to the User Management page on your dashboard.
- Click on +Invite/Add User button on the top right corner.
- Enter the teammate’s email and assign an appropriate role.
- Click Send Invite/Add User.
How can a teammate access the dashboard?
The invited teammate receives an email link. Upon clicking it, they set up their password and configure their Authenticator App (OTP) for secure login before gaining access to the dashboard.Spotflow Default Roles and Permissions
Spotflow provides three primary user roles with distinct access level.| Role | Access Level | Exclusive Abilities & Notes |
|---|---|---|
| Admin | Full Control (Highest Access) | The original creator of the account holds this role. They are the only one who can invite users and create custom roles/permissions. They can also invite another admin to the account. Account ownership cannot be transferred. |
| Finance | Financial & Operational Access | Can view balances, collections, initiate payouts, and invite users. Lacks access to sensitive API keys. |
| Developer | Technical Access | Can view and manage API Keys, Webhooks, and other technical configurations. Lacks access to balances, collections, or finance-related operations. |