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Manage Team

On the Pesawise Platform, you have the ability to add team members to work within the Pesawise system. Each member can be assigned a specific role based on their responsibilities in the company. These roles come with different permissions that define what each member can and cannot do on the platform. By assigning the appropriate roles to each team member, you can ensure that they have access to the tools and features they need to work effectively and securely within the Pesawise system.

To add Team members :

  • Select the Teams tab in the Pesawise sidebar.
  • Click on the Add member button.
  • In the form provided :
    • Enter the first name of the team member.
    • Enter the last name.
    • Their Email address.
    • Select the role.
  • Click Send Invitation.

The team member gets a Reset Password notification in the Email you entered during the adding process above.

Once they reset their password and input a new one, they can now access the system with their Email and password.

  • Different roles have different abilities to interact with the system as shown below.

Administrator​

Manage the business, approve payments, edit settings.

Payment Permissions:

  • Authorize Transfer
  • Complete Transfer
  • Cancel Transfer

The Administrator role allows:

  • Ability to add users.
  • Ability to pay bills and make payments.
  • Ability to authorize payment.

Payment Approver​

Payment Approval and View Access

Payment Permissions:

  • Authorize Transfer
  • Complete Transfer
  • Cancel Transfer

The Payment approver role allows:

  • View all transactions
  • View all payments made
  • Approve and complete payments

Payment Initiator​

Payment Initation and View Access

Payment Permissions:

  • Cancel Transfer

The payment initiator role allows:

  • View all transactions
  • View all payments made
  • Initiate Payments

Viewer​

View only access to the business on Pesawise

Payment Permissions:

  • None.

The viewer role allows:

  • View all transactions
  • View all payments made
  • View payment links

Note: The Administrator and Director Role have the same Permissions and Roles.

Deleting a Team Member.​

In the platform, you cannot delete the Admin whose credentials were used to create the Pesawise account. To delete a member:

  • Select the team member.
  • In the Pop up card, click on Delete member
  • Select Sawa, i know what i'm doing to delete.

Updating a Team Member Role.​

Only an Administrator can update member roles. To update member role:

  • Select the team member you want to update.
  • Choose the role you want to assign to the member.
  • Click Update Member