Manage Team Members

Add, remove, or assign roles to team members

Once you have a DOKU Business Account, you can start inviting other members in your business to gain access to the DOKU Dashboard. Inviting users to your Business Account will create a User Account for them without having to create a new Business Account again.

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Invite Team Members

You can add users to your team and assign them roles to limit their access to the dashboard. You can invite as many team members as you like to access your DOKU Dashboard by following the steps below:

1. Log in to DOKU Dashboard, and then access the side navigation bar

2. Select Settings from the menu

3. Settings page will appear. Under Team & Security section, select Team Management

4. Team Management page will appear, then click Invite Team Member

5. Enter your team member's email address and assign the appropriate role

6. Complete Google reCAPTCHA, then click SAVE.

You can only invite other team members as an Admin.

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Edit or Remove Team Member

Besides inviting team members, you are also enabled to edit their role or remove them from your team. You can remove or change the role of your team member by following the steps below:

1. Log in to DOKU Dashboard, and then access the side navigation bar

2. Select Settings from the menu

3. Settings page will appear. Under Team & Security section, select Team Management

4. Team Management page will appear where you can see the list of all your team members

5. Click trash icon to remove team member, or click pencil icon to change the role of your team member.

You can only remove or change the role of other team members as an Admin. Admin can remove or change the role of other Admins.

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Member Roles and Permissions

The following table is a list of all the roles and their permissions:

Permissions	Admin	IT	Finance	Operation	Customer Service
Create and manage Payment Link	✅	✅	✅	✅	✅
Create and manage Items on e-Katalog	✅	❌	❌	✅	❌
View, export, and manage transaction report	✅	✅	✅	✅	✅
View reconciled transactions and settlement	✅	❌	✅	❌	❌
View checkout orders	✅	✅	❌	✅	❌
View and update business information	✅	❌	❌	❌	❌
Manage service and payment methods	✅	❌	❌	❌	❌
Invite, edit, and remove team member	✅	❌	❌	❌	❌
Access to notification center	✅	✅	❌	✅	❌
Configure payment settings	✅	✅	❌	✅	❌
Configure checkout page	✅	✅	❌	✅	❌

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FAQ

Can I monitor the activities of my team members?

You can monitor the activities of your team members by following the steps below:

1. Log in to DOKU Dashboard, and then access the side navigation bar

1. Select Settings from the menu

1. Settings page will appear. Under Team and Security section, select Activity Logs

1. Activity Logs page will appear, where you will be able to see all the activities of your team members in the DOKU Dashboard