Users and roles

Manage users, roles, and their access to your PesaSwap account.

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What are Users & Roles?

Users are people who can access your PesaSwap account. Roles control what each user can do.

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Business Profile

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Default Profile

When you create a PesaSwap account, you get a default business profile automatically. This is where your payments are processed.

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User Roles

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Organization Admin

Full Control - Can do everything in PesaSwap

• Add/remove users
• Create merchant accounts
• Manage all payments
• Access all reports
• Change all settings

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Merchant Admin

Merchant Control - Can manage one merchant account

• Add users to their merchant
• Manage payments for their merchant
• View reports for their merchant
• Configure payment methods

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User

Basic Access - Can only do specific tasks

• Process payments (if allowed)
• View payments (if allowed)
• Cannot change settings
• Cannot add other users

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How to Invite a User

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Step 1: Go to Users Section

1. Login to PesaSwap dashboard
2. Click Settings
3. Click Users & Roles

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Step 2: Invite User

1. Click Invite User button
2. Enter email address
3. Choose role (Admin or User)
4. Click Send Invite

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Step 3: User Joins

1. User receives email invitation
2. User clicks link and creates password
3. User can now access PesaSwap

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User Table

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What Each Role Can Do

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Organization Admin Can:

1. Everything
2. Add/remove users
3. Create merchant accounts
4. Access all payments and reports
5. Change all settings

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Merchant Admin Can:

1. Manage their merchant account
2. Add users to their merchant
3. Process payments
4. View reports for their merchant
5. Cannot access other merchants

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User Can:

1. Process payments (if given permission)
2. View payments (if given permission)
3. Cannot add users
4. Cannot change settings
5. Cannot access reports (unless given permission)

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Managing Users

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Change User Role

1. Go to Users & Roles
2. Find the user in the table
3. Click Edit in Actions column
4. Select new role
5. Click Save

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Remove User Access

1. Go to Users & Roles
2. Find the user in the table
3. Click Remove in Actions column
4. Confirm removal

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Give Specific Permissions

When inviting or editing a user, you can give them specific permissions:

• View Payments: Can see payment transactions
• Create Payments: Can process new payments
• Refund Payments: Can process refunds
• View Reports: Can access financial reports

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Example: Adding a Cashier

Scenario: You want to add a cashier who can only process payments Steps:

1. Click Invite User
2. Email: cashier@yourstore.com
3. Role: User
4. Permissions: Select only Create Payments
5. Click Send Invite

Result: Cashier can login and process payments but cannot see reports or change settings.

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Security

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Password Requirements

• Minimum 8 characters
• Include numbers and special characters
• Cannot reuse last 3 passwords

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Two-Factor Authentication (2FA)

• Required for Organization Admins
• Recommended for all users
• Use SMS or Google Authenticator

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Session Security

• Automatic logout after 4 hours of inactivity
• Maximum 3 active sessions per user
• Admins can force logout any user

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Advanced Roles (For Admins & Developers)

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Getting Help

Need help with users and roles?

• Email: info@pesaswap.io