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Team Roles & Permissions

Learn all about the different roles that team members can have.

Rapyd Team avatar
Written by Rapyd Team
Updated over a week ago

Managing team member roles and permissions is essential for maintaining control over your account's security, billing, and site management. This guide outlines the various roles available, the permissions associated with each role, and how to customize these permissions to suit your team’s needs.


Overview of Roles

Administrator

  • Permissions: Full access to all areas of the dashboard, including user management, billing, and site management across all sites in the account.

  • Special Notes: Only the account owner can delete the account. Administrators can assign and manage other team members’ roles and permissions.

Billing Manager

  • Permissions: Access to manage subscriptions, view team members, download invoices, and change payment details. They can only access sites specifically assigned to them.

  • Special Notes: Billing Managers do not have full site management capabilities unless additional permissions are granted.

Member

  • Permissions: Can access sites assigned to them and view other team members. They do not have access to billing or account-wide settings.

  • Special Notes: Members have limited control and primarily focus on the content and management of assigned sites.

Guest

  • Permissions: Restricted to viewing and managing only the sites assigned to them. Guests cannot access any team member or billing information.

  • Special Notes: Ideal for external collaborators or temporary users needing limited access.

Roles & Permissions Table

Capabilities

Administrator

Billing Manager

Member

Guest

Full access to all areas of the dashboard

Manage users

Manage billing

Access all sites in the account

❌ (Only assigned; can be all)

❌ (Only assigned; can be all)

❌ (Only assigned; can be all)

View and download invoices

Change payment details

Access assigned sites

View other team members

Can create sites

Only if given permission

Only if given permission

Only if given permission

Can access customer support

Only if given permission

Only if given permission

Only if given permission

Can manage domains

Only if given permission

Only if given permission

Only if given permission

Best Practices for Role Assignment:

  • Limit Administrator Access: Only assign the Administrator role to trusted individuals who need full access.

  • Billing Manager Role: Assign this role to team members responsible for financial oversight.

  • Use Guest Role for Limited Access: Assign the Guest role for users who need minimal access, such as clients or contractors.

If you have any questions about roles and permissions in the Rapyd dashboard, please don't hesitate to reach out to our support team - we're always happy to help.

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