User Roles & Permissions

When you invite a new team member to your PrepBusiness account, you may want to restrict them from seeing sensitive sections of the portal, such as billing details. In order to restrict their access, you will need to assign them a role when you invite them.

Staff Roles

The following roles are available to staff members (employees of your prep center):

• Owner (Can access any functionality, including billing, team management, and account settings)
• Office (Can access billing, invoices, and charges, and can manage your services and their prices, but cannot manage the team or account settings)
• Warehouse (Cannot access billing, team management, or account settings, and cannot see service prices)

You choose the role when you send the invitation, under Account Settings in the Users tab.

Some settings are limited to the Owner role even though other staff can use the feature day to day. Only an Owner can change account settings, edit the subscription, create or edit tags and stations, set up webhooks and integrations, and view reports.

Client Roles

If your client would like to add team members, they also have the following roles available to them:

• Owner (Can access any functionality, including billing and team management)
• Client Assistant (Cannot access billing, team management, or any of the client settings screens)

What a client can do is also shaped by the permissions you grant that client in their merchant settings, separately from their role. For example, creating outbound shipments and adding attachments are only available if you have enabled them for that client.