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:

  1. Navigate to Dashboard > Settings > Team and security and click New Member.
  2. Enter the team member's email address, and optionally, their first and last name.
  3. Select a role from the predefined list to define their access level.
  4. Click Send Invite.

Once invited, the new team member will receive an email with instructions to set up their account and access the system.

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Passkey Authentication

We highly recommend all users enable Passkeylogin for enhanced security and seamless access. To enable passkey authentication:

  1. Log in to your account.
  2. Navigate to Profile Settings.
  3. 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:

RoleDescription
AdminFull access to all features and settings.
Power UserBroad access but restricted from admin functions like user management and billing.
DeveloperAPI and integration access, no sensitive data in UI.
FinanceAccess to financial data and transactions.
Compliance OfficerCan review and approve verifications and adjust compliance settings.
SupportCan assist with user verification but has limited access to settings.
BillingAccess to payment and subscription settings.
View-OnlyCan 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.