Overview
Team management allows you to:- Invite team members — Add users to your organization
- Assign roles — Control access with predefined or custom roles
- Manage permissions — Fine-grained control over features
- Track activity — See who did what and when
Users
Viewing Team Members
Click Team in the sidebar to see all users in your organization:| Column | Description |
|---|---|
| Name | User’s display name |
| Login email address | |
| Role | Assigned role |
| Status | Active, Pending, or Suspended |
| Last Active | Most recent login |
Inviting Users
- Click Invite User
- Enter the user’s email address
- Select a role
- Click Send Invitation
- Create their account (new users)
- Accept the invitation (existing Bousol users)
User Status
| Status | Description |
|---|---|
| Pending | Invitation sent, not yet accepted |
| Active | User has accepted and can access the platform |
| Suspended | Access temporarily disabled |
Managing Users
| Action | Description |
|---|---|
| Change Role | Assign a different role |
| Resend Invitation | Send invitation again (pending users) |
| Suspend | Temporarily disable access |
| Remove | Remove user from organization |
Roles
Roles define what a user can see and do. Each role has a set of permissions.Default Roles
| Role | Description | Typical Use |
|---|---|---|
| Owner | Full access to everything | Organization owner |
| Admin | Manage team, settings, and all features | IT administrators |
| Finance Manager | Manage payments, payouts, and reports | Finance team |
| Accountant | View reports and transaction history | Accounting staff |
| Operator | Create invoices and payment links | Operations staff |
| Viewer | Read-only access to dashboards | Stakeholders |
Role Permissions Matrix
| Permission | Owner | Admin | Finance | Accountant | Operator | Viewer |
|---|---|---|---|---|---|---|
| View Dashboard | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create Invoices | ✓ | ✓ | ✓ | ✓ | ||
| View Invoices | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create Payment Links | ✓ | ✓ | ✓ | ✓ | ||
| Manage Clients | ✓ | ✓ | ✓ | ✓ | ||
| Create Payouts | ✓ | ✓ | ✓ | |||
| Approve Payouts | ✓ | ✓ | ✓ | |||
| Create Disbursements | ✓ | ✓ | ✓ | |||
| Approve Disbursements | ✓ | ✓ | ✓ | |||
| View Reports | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Export Reports | ✓ | ✓ | ✓ | ✓ | ||
| Manage Team | ✓ | ✓ | ||||
| Manage Roles | ✓ | ✓ | ||||
| Manage Settings | ✓ | ✓ | ||||
| Manage API Keys | ✓ | ✓ | ||||
| Manage Webhooks | ✓ | ✓ |
Creating Custom Roles
- Go to Team → Roles
- Click Create Role
- Enter a name and description
- Select permissions:
- Check individual permissions
- Or start from a template (copy existing role)
- Click Save
Editing Roles
- Go to Team → Roles
- Click on the role to edit
- Modify permissions as needed
- Click Save
Note: Changes affect all users with that role immediately.
Permissions
Permission Categories
| Category | Includes |
|---|---|
| Dashboard | View dashboard, metrics |
| Invoices | Create, view, send, void invoices |
| Payment Links | Create, view, manage links |
| Clients | Create, view, edit, delete clients |
| Payouts | Create, view, approve payouts |
| Disbursements | Create, view, approve, submit disbursements |
| Reports | View, export reports |
| Team | Invite, manage users and roles |
| Settings | Organization settings |
| Developers | API keys, webhooks |
Approval Permissions
Separate permissions control approval levels:| Permission | Description |
|---|---|
| Approve Level 1 | First-level approval |
| Approve Level 2 | Second-level approval (for high-value) |
Audit Log
Track all actions taken by team members:- Go to Team → Audit Log
- Filter by:
- User
- Action type
- Date range
Logged Actions
| Category | Actions Logged |
|---|---|
| Users | Invited, role changed, suspended, removed |
| Invoices | Created, sent, voided |
| Payouts | Created, approved, rejected, executed |
| Settings | Changed organization settings |
| API Keys | Created, revoked |
Best Practices
Principle of Least Privilege
- Give users only the permissions they need
- Use specific roles rather than admin access
- Review permissions periodically
Separation of Duties
- Different people should create and approve payouts
- Large disbursements should require multiple approvers
- Keep audit logs accessible for review
Account Security
- Encourage strong passwords
- Enable two-factor authentication (if available)
- Remove access promptly when employees leave
Role Management
- Use descriptive role names
- Document what each role is for
- Review custom roles regularly
Single Sign-On (SSO)
Coming soon For enterprise customers, SSO integration allows:- Login with your corporate identity provider
- Automatic user provisioning
- Centralized access management