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Teams

GOPayments Teams is a comprehensive team management solution that allows businesses to build and manage their team members, assign roles and permissions, and collaborate effectively on payment operations. This feature enables organizations to scale their operations while maintaining security and control over their GOPayments account.

What is Team Management?​

GOPayments Team Management enables businesses to:

  • Add and manage team members with different roles
  • Assign specific permissions and access levels
  • Control access to sensitive financial operations
  • Track team activity and audit logs
  • Collaborate on payment processing and customer management
  • Maintain security through role-based access control
  • Scale operations with multiple team members

Key Features​

  • Role-Based Access Control: Assign specific roles and permissions
  • Team Member Management: Add, edit, and remove team members
  • Activity Monitoring: Track team member actions and changes
  • Security Controls: Multi-level authentication and access restrictions
  • Collaboration Tools: Shared access to payment operations
  • Audit Trails: Complete history of team member activities
  • Invitation System: Secure team member invitation process
  • Permission Management: Granular control over feature access

Team Roles and Permissions​

Account Owner​

Full access to all account features and settings:

  • Account Management: Complete control over account settings
  • Team Management: Add, edit, and remove team members
  • Financial Operations: Full access to payments, payouts, and balances
  • API Access: Manage API keys and integrations
  • Billing: Access to billing and subscription management
  • Security: Configure security settings and 2FA

Administrator​

High-level access to most account features:

  • Payment Operations: Create and manage payments, invoices
  • Customer Management: Full access to customer data
  • Team Management: Add and manage team members (limited)
  • Reports: Access to all reports and analytics
  • API Access: Limited API key management
  • Settings: Modify most account settings

Manager​

Operational access to payment and customer management:

  • Payment Operations: Create payments, view payment history
  • Customer Management: View and edit customer information
  • Reports: Access to operational reports
  • Product Management: Manage products and pricing
  • Invoice Management: Create and manage invoices
  • Limited Settings: Access to non-sensitive settings

Operator​

Basic operational access for day-to-day tasks:

  • Payment Processing: Process payments and view status
  • Customer Support: View customer information and history
  • Basic Reports: Access to basic operational reports
  • Invoice Processing: View and process invoices
  • Limited Access: Restricted access to sensitive features

Viewer​

Read-only access for monitoring and reporting:

  • View Payments: Read-only access to payment data
  • View Customers: Read-only access to customer information
  • View Reports: Access to reports and analytics
  • View Invoices: Read-only access to invoice data
  • No Modifications: Cannot make changes to any data

Adding Team Members​

Step 1: Access Team Management​

  1. Log in to your GOPayments dashboard
  2. Navigate to "Settings" → "Team"
  3. Click "Add Team Member"

Step 2: Invite Team Member​

  1. Team Member Information

    • Email Address: Team member's email address
    • Full Name: Complete name of the team member
    • Role: Select appropriate role (Owner, Admin, Manager, Operator, Viewer)
    • Department: Optional department or team assignment

  2. Permission Configuration

    • Payment Access: Level of access to payment operations
    • Customer Access: Access level to customer data
    • Financial Access: Access to financial operations and reports
    • API Access: Permission to use API keys
    • Settings Access: Ability to modify account settings

  3. Security Settings

    • Two-Factor Authentication: Require 2FA for team member
    • IP Restrictions: Limit access to specific IP addresses
    • Session Timeout: Set automatic logout time
    • Password Requirements: Enforce strong password policies

  4. Send Invitation

    • Custom Message: Add personal message to invitation
    • Expiration Date: Set invitation expiration (default 7 days)
    • Send Invitation: Deliver invitation to team member

Step 3: Team Member Onboarding​

  1. Email Invitation: Team member receives invitation email
  2. Account Setup: Team member creates account and sets password
  3. Role Assignment: Automatic role assignment based on invitation
  4. Access Confirmation: Team member gains access to assigned features

Managing Team Members​

Team Dashboard​

The team dashboard provides:

  • Team List: View all team members with roles and status
  • Quick Actions: Edit, suspend, or remove team members
  • Activity Feed: Recent team member activities
  • Permission Overview: Visual representation of team permissions
  • Invitation Status: Track pending and expired invitations

Team Member Actions​

  1. Edit Team Member

    • Update role and permissions
    • Modify personal information
    • Change security settings
    • Update access restrictions

  2. Suspend Team Member

    • Temporarily disable access
    • Preserve data and settings
    • Easy reactivation process
    • Maintain audit trail

  3. Remove Team Member

    • Permanent removal from team
    • Transfer ownership of data
    • Revoke all access immediately
    • Complete audit trail

  4. Reset Access

    • Force password reset
    • Revoke active sessions
    • Require re-authentication
    • Update security settings

Security and Access Control​

Multi-Factor Authentication​

Enforce 2FA for all team members:

  • Authenticator Apps: TOTP-based authentication
  • Email Verification: Email-based 2FA

Troubleshooting​

Common Issues​

  1. Invitation Not Received

    • Check email address spelling
    • Verify email is not in spam folder
    • Check invitation expiration date
    • Resend invitation if needed

  2. Access Denied

    • Verify team member role and permissions
    • Check IP restrictions
    • Confirm account is not suspended
    • Review security settings

  3. Permission Issues

    • Review role assignments
    • Check specific permission settings
    • Verify feature access levels
    • Contact administrator for assistance

  4. Security Concerns

    • Review audit logs for suspicious activity
    • Check for unauthorized access attempts
    • Verify 2FA is properly configured
    • Update security settings if needed

Getting Started​

Ready to build your team with GOPayments? Follow these steps:

  1. Plan Your Team: Define roles and responsibilities
  2. Set Up Security: Configure 2FA and access controls
  3. Invite Team Members: Send invitations to team members
  4. Configure Permissions: Set appropriate access levels
  5. Monitor Activity: Track team member activities
  6. Scale and Optimize: Continuously improve team management

GOPayments Teams helps you build and manage a secure, efficient team for your cryptocurrency payment operations. Start building your team today!