---
updatedAt: 2026-06-02T19:43:35.000Z
agentTools:
  projectIndex: https://checkout-docs.transfi.com/llms.txt
---

# User Management

Manage who on your team can access the TransFi Checkout dashboard and what they can do.

<Callout icon="📘" theme="info">
  Where to find it: **Dashboard → Settings → Teams**
</Callout>

Only Admin users can invite, edit roles, or remove team members

# Roles & Team Management

There are 4 roles available in the TransFi Dashboard.

Each role has a fixed set of permissions :  custom roles are not supported.

# Available Roles

| Role       | What they can do                                                                                               |
| ---------- | -------------------------------------------------------------------------------------------------------------- |
| Admin      | Full view and edit access to all dashboard features including user management                                  |
| Developer  | Create/edit Checkout Widget, create/update support tickets, view API keys, view transactions, view settlements |
| Operations | View and download transactions and settlements, view settlement account details                                |
| View only  | Read-only access to transactions, settlements, and settings. Intended for TransFi support team to debug issues |

# Permission Breakdown

| Permission                     | Admin | Developer | Operations | View only |
| ------------------------------ | ----- | --------- | ---------- | --------- |
| Widget Create / Update         | ✓     | ✓         | —          | —         |
| Support Ticket Create / Update | ✓     | ✓         | —          | —         |
| API Key Read                   | ✓     | ✓         | —          | —         |
| Transaction Read               | ✓     | ✓         | ✓          | ✓         |
| Transaction Download           | ✓     | —         | ✓          | —         |
| Settlement Read                | ✓     | ✓         | ✓          | ✓         |
| Settlement Download            | ✓     | —         | ✓          | —         |
| Settings Read                  | ✓     | —         | ✓          | ✓         |
| User Management (full)         | ✓     | —         | —          | —         |

# How to Invite a Team Member

## From Dashboard

1. Go to `Settings → Teams`
2. Click `+ Invite User`
3. Enter the user's email address
4. Select a role
5. Click `Send Invite`

The user will receive an email invitation.

The invite appears as pending in the Teams table until accepted.

## Via API

```http
POST /checkout/user-management/invite
```

```json
{
  "email": "developer@yourcompany.com",
  "roleId": "developer"
}
```

> \[!TIP] Only Admin users can call this endpoint. Requests from non-admin roles will be rejected.

# How to Edit a Team Member's Role

## From Dashboard

1. Go to `Settings → Teams`
2. Click the edit (pencil) icon next to the user
3. Select the new role from the dropdown
4. Click `Update Role`

## Via API

```http
PUT /checkout/user-management/users/{cxId}/role
```

```json
{
  "roleId": "operations"
}
```

> \[!NOTE] Admin users cannot have their role changed or be removed. The edit and delete actions are disabled for Admin accounts.

# How to Remove a Team Member

## From Dashboard

1. Go to `Settings → Teams`
2. Click the delete (trash) icon next to the user
3. Confirm the removal

## Via API

```http
DELETE /checkout/user-management/users/{cxId}
```

# Managing Pending Invites

Invites that haven't been accepted yet can be revoked.

## List Pending Invites

```http
GET /checkout/user-management/invites
```

## Revoke an Invite

```http
DELETE /checkout/user-management/invites/{inviteId}
```

In the dashboard, pending invites appear in the Teams table.

Clicking the delete icon on a pending invite revokes the invite rather than removing a user.

# Accepting an Invite

When a user receives an invite email, they click the invite link which calls:

```http
POST /checkout/user-management/accept-invite
```

This completes onboarding and grants dashboard access with the assigned role.

# Other Endpoints

| Method | Endpoint                        | Purpose                                           |
| ------ | ------------------------------- | ------------------------------------------------- |
| GET    | /checkout/user-management/roles | List all available roles                          |
| GET    | /checkout/user-management/me    | Get current authenticated user's details and role |

<br />