Complete a team invite flow
This guide walks through inviting a teammate end to end. Read team roles and permissions first.
For failed invites, see invite troubleshooting.
Part 1 — Plan access
- Confirm you are in the correct business workspace.
[Screenshot: App header — correct business workspace selected.]
- List what the collaborator needs: products, sales, finance, affiliates.
[Screenshot: Access brief — required areas documented for invitee.]
- Choose role: owner, admin, support, finance, or custom scope.
[Screenshot: Role guide — role definitions reviewed before invite.]
- Decide all products vs selected products access.
[Screenshot: Product scope decision — all vs selected products noted.]
- If finance access needed, plan finance permissions separately.
[Screenshot: Finance permission checklist — view balance, withdraw, etc.]
Part 2 — Send invite
- Open Account → Team or collaborators.
[Screenshot: Team page — invite member action visible.]
- Enter invitee email address.
[Screenshot: Invite form — email entered.]
- Select role and product scope.
[Screenshot: Role and product scope — selections applied.]
- Enable finance permissions only if required.
[Screenshot: Finance toggles — minimal permissions for job function.]
- Send invitation.
[Screenshot: Invite sent — pending invite in team list.]
Part 3 — Verify access
- Ask invitee to check email and accept invite.
[Screenshot: Invitee inbox — AtomicPay invite email received.]
- Invitee logs in and confirms correct workspace appears.
[Screenshot: Invitee header — correct business workspace visible.]
- Verify product list matches intended scope.
[Screenshot: Invitee products — only assigned products visible if scoped.]
- Test one task: view sale, edit checkout, or view finance per role.
[Screenshot: Permission test — invitee completes allowed action successfully.]
- If invite fails, follow invite troubleshooting.
[Screenshot: Troubleshooting — pending invite resent or email corrected.]
- Document role and scope in internal access log.
[Screenshot: Access log — invitee role and date recorded.]
Role scope cheat sheet
| Role | Typical access |
|---|---|
| Support | Sales, customers, scoped products |
| Finance | Balances, withdrawals |
| Admin | Broad setup |
| Owner | Full workspace |