Manage User Roles and Permissions

Steps

1. Open the PayStack portal.

2. Go to Users (or the user management area) for the correct office/location.

3. Add or update a user:
• Invite/add the user (if new).
• Assign the correct role.
• Enable/disable access as needed.

4. Save changes.

5. Have the user log out/in to confirm access updates apply.

What Happens Next

• Role changes affect what the user can see and do across PayStack.

• Some changes may require the user to refresh or sign back in.

You’ll Know It Worked When

• The user appears with the correct role in the portal.

• The user can access the expected pages/buttons (and cannot access restricted areas).

Common Issues

• User still can’t access a feature: confirm the office/location is correct and the role is assigned correctly, then have them log out/in.

• User didn’t receive an invite: verify the email address and check spam/junk folders.

• Too much access granted: downgrade the role and re-test with the user.