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Team Management

Manage team members and their access permissions.

1

Team Members


Manage who has access to your Yeld account.

**Roles:**
- **Owner**: Full control, can manage team and billing
- **Admin**: Can manage most settings and view payments
- **Member**: Can view dashboard and create checkout links
- **Viewer**: Read-only access to dashboard
2

Invite Team Member


Add a new team member to your account:

```typescript
// Invite team member (dashboard or API)
await inviteTeamMember({
  email: "colleague@company.com",
  role: "admin",  // owner, admin, member, viewer
  message: "You've been invited to join the team!",
});
```

**Invitation Process:**
1. Send invitation via email
2. Recipient accepts and creates account (if needed)
3. Access granted based on role
3

Remove Team Member


Remove a team member from your account:

```typescript
await removeTeamMember(userId);
```

**Important:** Ensure another owner exists before removing the current owner.
4

Permissions Matrix


| Feature | Owner | Admin | Member | Viewer |
|---------|-------|-------|--------|--------|
| View Dashboard | ✓ | ✓ | ✓ | ✓ |
| Create Checkout Links | ✓ | ✓ | ✓ | ✗ |
| Delete Checkout Links | ✓ | ✓ | ✗ | ✗ |
| View Payments | ✓ | ✓ | ✓ | ✓ |
| Manage Team | ✓ | ✗ | ✗ | ✗ |
| Access Settings | ✓ | Partial | ✗ | ✗ |
| View Billing | ✓ | ✓ | ✗ | ✗ |
| Delete Account | ✓ | ✗ | ✗ | ✗