Company, team, and account settings
Manage profile, company data, employees, permissions, product access, and workspace settings.
When to use this guide
Use this section when you need to invite collaborators, review roles, adjust permissions, protect finance access, or manage team access to selected products.
Start here
- Complete a team invite flow for role, scope, and finance permission setup.
- Manage team roles and product access to invite collaborators, assign roles, limit product access, and review finance permissions.
- Manage profile and account security for password hygiene and personal account settings.
- Troubleshoot team invite acceptance when collaborators cannot access the business or accepted with the wrong account.
- Give finance access without full admin for balance and withdrawal visibility.
- Complete collaborator offboarding when team members leave or need access revoked.
- Remove collaborators safely for removal steps and policy.
- Create and manage a business account if company details, partners, activity, or finance setup still need review.
- Set up bank accounts and withdrawals when team access includes finance responsibilities.
What account settings controls
| Area | Purpose |
|---|---|
| Company data | Keeps legal, address, activity, partner, and finance information accurate. |
| Employees | Manages collaborator invites, accepted users, and removed users. |
| Roles | Defines each user's responsibility in the business. |
| Permissions | Controls sensitive actions such as balance visibility and withdrawals. |
| Product access | Limits collaborators to all products or selected products. |
Typical workflow
- Confirm you are in the correct business workspace.
[Screenshot: App header — active business name matches the team you are managing.]
- Open Account or Company settings and go to the team area.
[Screenshot: Account settings sidebar — Employees or Team section selected.]
- Invite the collaborator with the right email.
[Screenshot: Invite collaborator button — new invite form open with email field.]
- Choose the role that matches their work.
[Screenshot: Account settings — role dropdown with Owner, Admin, Support agent, Finance user options.]
- Select all-product access or selected-product access.
[Screenshot: Product access mode — All products vs Selected products selector.]
- Review accepted, pending, and removed users regularly.
[Screenshot: Team list — Invited, Active, and Removed collaborators with statuses visible.]
Good checks before going live
- Confirm launch team members can access only the products they need.
- Check finance permissions before the first payout cycle.
- Revoke old invites or unused collaborator access.
- Use selected-product access for temporary or support-focused users.
- Keep API-specific setup in AtomicPay API Docs.