Team & roles
Invite colleagues and decide who can do what in PayDock.
Roles
| Role | What they can do |
|---|---|
| Owner | Full access including company settings, billing, integrations and team. |
| Admin | All day-to-day functions; no access to billing of the PayDock subscription itself. |
| Member | Manage documents and customers, no settings or integrations. |
Inviting someone
- Go to Settings > Team.
- Enter email and role and click Invite.
- The member gets an email with a sign-in link.
- Existing accounts are linked immediately after acceptance.
Multiple companies
One user can belong to multiple companies (tenants). The Company Switcher on the left swaps environments — each has its own customers, invoices and settings.