In this guide, you'll learn how to add a user to your Plug&Pay environment, manage existing users, and understand the different user roles.

To give a new user access to your environment, go to Settings > Administration > Users.

You'll see an overview of all users with access to your environment. Click Add user.

Enter the name and email address of the person you want to invite and select their user role. For more information about the available roles, use the Role overview button or see User Roles Explained below. Click Invite to send the invitation.

You can always resend an invitation if the invitee hasn't accepted it in time, or cancel it entirely. To do so, click the three dots next to the user in the user overview and select the desired action.

To update a user's role or remove a user, go to Settings > Administration > Users. Click the three dots next to the user and select Edit to change their role, or Remove user to revoke their access.

Below is an overview of all user roles in Plug&Pay and their associated permissions.

The site owner is the user who created the Plug&Pay environment. There can only be one site owner at a time.

The site owner can transfer ownership to a user with the Admin role via Settings > Administration > Users > Three dots > Transfer site ownership.

A user with the Admin role has full access to Plug&Pay and can view, edit, and delete all sections.

A Data Analyst user has read-only access to orders and statistics, without the ability to make changes.

The Finance role includes access to managing orders, subscriptions, and instalments, among other things.

Users with the Marketing role can create products and set up funnels, but cannot view or edit orders or general settings.

The Support role is intended for users who need access to your administration, such as customer service staff. This user can view orders but cannot make changes or access products, checkouts, or landing pages.