How to invite teammates to the dashboard.
Ogenna Ogbogu avatar
Written by Ogenna Ogbogu
Updated over a week ago
  1. To invite teammates to your dashboard, log into your Mono dashboard, click the dropdown on the sidebar that shows your display name, and select Settings or search for "Settings" in the search bar.

  2. Next, navigate to the "Team" section and click on "Invite a member"

  3. Once you click on "Invite a member", you can enter the teammate's email and assign them the appropriate role based on the level of access required. These fall under 4 categories:

  • Engineer: Best for people integrating Mono for your business

  • View-Only: Best for people who need to view the dashboard, but don't need to make any updates.

  • Operations: Best for people who need full access to Mono data, but don't need to change business settings.

  • Admin: Best for business owners and company administrators.

To see the full user permissions for these roles, click on the dropdown arrow beside each user role. This shows the access level for the following:

  • API Logs,

  • DirectPay Pages,

  • Apps,

  • Customers,

  • Dashboard,

  • Home,

  • Payments,

  • Statement Pages, and

  • Webhook Logs

Once you've selected the appropriate role, you can then click the "Invite member" button to send an invite to the email address you entered.

You've invited a new team member, well done!

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