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Manage administrators and access

Available in: Merchant and Marketplace. Marketplace-specific roles or permissions can add further workspaces.

Open Team & Access to manage Users, User Types, Roles, Permissions, and Audit Logs. Roles and permissions control administrator capabilities. User Types classify platform users and are not a replacement for an administrator role.

Give an administrator access​

  1. Confirm the administrator's account and the tasks they need to perform.
  2. Open Team & Access → Roles and review the relevant existing role before creating or changing one.
  3. Open Team & Access → Permissions to understand the granted capabilities. Prefer a role with the smallest permission set that still supports the job.
  4. Assign the role through Team & Access → Users using the controls available to your administrator account. Do not change a User Type to grant administrator access.
  5. Ask the administrator to sign in and confirm the expected workspace is available. Do not grant broad access just to work around a missing page.

Review or remove access​

When responsibilities change, review the user's roles and user type, disable or remove access according to your organization's process, and inspect Audit Logs for the relevant account activity. Record who approved privileged changes through your normal internal process.

Role and permission names can change with the release and edition. Confirm those names in the current admin interface and use the installed release's security guidance. Never share passwords, recovery codes, MFA tokens, or permission exports in a support request.

For a missing workspace, gather the role, permission, edition, and release without sharing credentials; then follow Troubleshooting.