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Managing Members in the Centrapay Business Portal
8 Aug 2025
Business Guides
Role types
There are two types of roles: Cashier and Owner. Each role has different permissions:
Cashier:
Access to 'Dashboard', 'Payments', 'Settings' sections
Request payments, issue refunds, view the merchant's sales activities
View basic business information
Owner:
Access to all sections, and have full editing rights
Edit and modify the merchants
Request payments, issue refunds, view the merchant's sales activities
View the bank accounts
Manage group membership (add or remove members)
Change the Group name
Access Permission:
Role type | Permission access |
|---|---|
Owner | Can add & remove members. |
Cashier | Unable to access |
Process steps
To add a member:
Click ‘add members’
Enter their email
Select a permission role
Send the invite.
They’ll receive an email link to create a login and access the Business Group account. Invitations are valid for 90 days. The invitee must accept the invitation within that period to successfully join the Group.
To revoke an invitation:
The Owner can view all pending invites at the bottom of the member list.
Click the ellipsis next to the person’s name or email
Select ‘Remove Invitation’.
To remove a member
Click the ellipsis next to the person’s name
Select ‘remove member’
Confirm. If unsure, click cancel.
Update existing members role
To do this you need to remove them and add them again choosing the new permission type.
