In this guide, you’ll discover how to seamlessly manage your team members using the intuitive sidebar menu within the Paymes SuperApp. Whether you're building a small sales team or collaborating with partners across departments, this walkthrough will empower you to:
With these tools, you’ll have full control over your team’s access and activity—ensuring a secure, efficient, and well-organized working environment.
Let’s get started and build your team like a pro!
Team Management via Paymes
The Team Management feature gives you full control over who can access and operate your online store. Whether you're working with co-founders, employees, or support staff, this section helps you keep everything organized and secure. You’ll be able to view all active members, add new collaborators, and define precise roles based on what each team member needs to access.
From the Home Page, scroll to the Paymes Services section → Select Team Management.
Or open the Sidebar Menu → Go to the “Your Account” section → Select Team Management
On the Teams Page, you can:
- View a list of all current team members
- Add new team members
- Assign custom access levels and permissions based on roles
Add a New Team Member
Adding team members allows you to collaborate, delegate responsibilities, and manage your store more efficiently. Follow these steps to set up a new team member with the appropriate role, profile access, and permissions.
- Access the Team Menu → From the Home Page, scroll to the Paymes Services section → Select Team Management.
- Add a New Team Member → Click on the ( + ) icon to begin adding a new team member.
- Enter User Details → Fill in the team member’s (Name, Email, Phone, Position)
- Assign a Role→ Choose the appropriate role from the dropdown list. Available roles include:
Owner
- Manager
- Finance
- Developer
- Customer Support
For detailed role definitions, check the User Roles and Permissions solution article.
Assign Profiles → You’ll see a list of your current store profiles → Select whether to grant access to all profiles or only specific profiles.
Even if you have only one profile, you must select it to enable access
- Configure Permissions → Enable or disable specific permissions for the team member based on what tasks they should be able to perform
- Finalize the Addition→ Click the "Add New Team Member" at the bottom of the screen to save and confirm
Edit Team Members
Keep your team setup up to date by editing roles, permissions, and profile access at any time. Here's how to update an existing team member’s detail:
- Access the Team Menu → From the Home Page, scroll to the Paymes Services section → Then select Team Management → Finally click on Teams to open the Teams page.
- View and Select a Team Member → Browse the list of previously added team members → Then click on the member you want to edit or remove
- Start Editing → Click the pen icon in the top-right corner of the profile page.
- Update Member Details→ Make changes to:
- Role (Owner, Manager, Finance, Developer, Customer Support)
- Assigned Profiles
- Permissions (enable or disable features as needed)
- Confirm and Save → Click "Edit Team Member" at the bottom of the screen to save your changes.
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