Adding someone
Go to Team, choose Add someone, and give their email address and a role.They need a Paynecta login already. Adding them does not create one, and it
does not give them a second password: the login they have works for every
business they belong to.
The four roles you start with
Every business is created with these. You can use them as they are.Building your own role
When none of the four fits, build one. Team → Roles → New role, then tick the permissions it should carry, grouped by the part of Paynecta they apply to. A few that come up often:KYC Officer
Gathers documents and submits verification, but cannot touch settlement.
Finance Officer
Sees where money settles and reconciles it, but cannot change the bank.
Auditor
Read-only across everything, changes nothing.
The rules that will not bend
The owner cannot be removed or downgraded
The owner cannot be removed or downgraded
Not even by an administrator who can remove everyone else. Ownership is
transferred deliberately, never taken.
The owner role cannot be handed out
The owner role cannot be handed out
It is not in the list when you add someone, and it cannot be assigned
afterwards.
A role in use cannot be deleted
A role in use cannot be deleted
Deleting it would quietly take access away from the people holding it.
Move them to another role first.
The four built-in roles cannot be deleted
The four built-in roles cannot be deleted
You can build as many of your own as you like alongside them.