This guide is written for the Owner account role. After your business has been onboarded with Xfers, you will have access to the StraitsX Dashboard through the Owner account.
Please take note that Owner account users cannot edit or delete their own account from the Dashboard. Please contact StraitsX Customer Support if you would like to edit or delete your Owner account.
Roles Available
Guide
Step 1: To access the Team page, click on the Team Tab on the left side of your Dashboard. You can Add, Edit, or Delete employees from this page
Add user
Step 1: Click on the Add Team Member button.
Step 2: Enter the email address and select the Role for the user.
Step 3: An invitation email will be sent to the user for them to sign up.
Step 4: If the user has not received the invitation, you can click the "Resend Invitation" button to send another email to them.
Changing user's role
Step 1: Click on the edit button next to the team member you would like to make changes to.
Step 2: You can change the role of the team member here. A description of the role will be shown below the role selected. Click "Update" after you have changed the role of the user.
Delete user
Step 1: Click on the Delete button next to the user you would like to delete.
Step 2: Confirm that this is the user you would like to delete. If you accidentally deleted the wrong user, you can always add them back by clicking the "Add Team Member" button.
