Team & Roles
Team Management
Overview
Manage your team members, assign roles, and control access to ensure a secure and efficient workflow. Team management allows administrators to invite new users, define permissions, and oversee team activities.
Invite New Team Members
To invite a new team member:
- Navigate to Dashboard > Settings > Team and security and click New Member.
- Enter the team member's email address, and optionally, their first and last name.
- Select a role from the predefined list to define their access level.
- Click Send Invite.
Once invited, the new team member will receive an email with instructions to set up their account and access the system.
Passkey Authentication
We highly recommend all users enable Passkeylogin for enhanced security and seamless access. To enable passkey authentication:
- Log in to your account.
- Navigate to Profile Settings.
- Click the button Add a Passkey and follow the setup instructions.
Passkey provide stronger security than traditional passwords by utilizing device-based authentication, reducing the risk of phishing and unauthorized access.
Note: Once enabled, you can use your passkey to log in without entering a password.
Team Roles & Permissions
Each team member is assigned a role that defines their permissions. Below are the available roles:
Role | Description |
---|---|
Admin | Full access to all features and settings. |
Power User | Broad access but restricted from admin functions like user management and billing. |
Developer | API and integration access, no sensitive data in UI. |
Finance | Access to financial data and transactions. |
Compliance Officer | Can review and approve verifications and adjust compliance settings. |
Support | Can assist with user verification but has limited access to settings. |
Billing | Access to payment and subscription settings. |
View-Only | Can view data but cannot make changes. |
Tip: For security, restrict API key access to only necessary roles.
Managing Team Members
You can manage team members in the following ways:
- Edit Team Member Profile – Update name, email, or assigned role.
- Deactivate Team Member – Restrict a user’s access without permanently deleting their account.
- Reset Team Member Password – Reset login credentials for a team member.
- Remove Team Member – Permanently delete a user’s account.
Note: Only administrators can manage team accounts.
Viewing Team Activity
Monitor team activity through audit logs and session tracking to ensure security and compliance. Logs include:
✅ Team member logins and role changes.
✅ Actions taken on verification requests.
✅ API key usage and modifications.
Frequently Asked Questions
Can I restrict team members to specific verification levels?
Yes, permissions can be customized based on the team member’s role to restrict access to certain verification flows.
What happens if a team member forgets their password?
Admins can reset passwords via the Team Management section or users can reset their own through the login page.
Can I enable Two-Factor Authentication (2FA) for my team?
Yes, admins can enforce 2FA for added security in the Security Settings.
For additional support, contact Bynn Support.
Updated about 1 month ago