Team Management Overview
The Anton Payments merchant portal supports multiple users per account, so your team can collaborate on payouts, payee management, and account administration. This article explains how to invite team members, assign roles, and remove access when needed.
Inviting Team Members
To add a new team member to your merchant portal:
Navigate to Settings > Team in the merchant portal.
Click Invite Member.
Enter the team member's email address.
Select the appropriate role for the new member (see roles below).
Click Send Invite.
The invited user will receive an email with a link to set up their account and log in. The invitation expires after a set period, so the recipient should accept it promptly. If the invitation expires, you can resend it from the Team settings page.
Available Roles
When inviting a team member, you assign them a role that determines what they can see and do in the portal. Anton provides the following roles:
Admin — Full access to all portal features, including settings, API keys, team management, and all payout operations. Admins can invite and remove other team members.
Operator — Can create and manage payouts, payees, and batches. Cannot access account settings, API keys, or team management.
Viewer — Read-only access to the portal. Can view payouts, payees, balances, and activity, but cannot create or modify anything.
Choose the most restrictive role that still allows the team member to do their job. This follows the principle of least privilege and reduces the risk of accidental changes.
Removing Team Members
To remove a team member:
Navigate to Settings > Team.
Find the team member you want to remove.
Click Remove next to their name.
Confirm the removal.
Once removed, the user will immediately lose access to the merchant portal. Any actions they previously took (such as created payouts) remain in the system and are attributed to their account for audit purposes.
Security Best Practices
To keep your account secure, follow these guidelines for team management:
Individual accounts: Every team member should have their own login. Never share credentials between people. Shared accounts make it impossible to audit who did what and increase the risk of unauthorized access.
Least privilege: Assign the minimum role necessary. If someone only needs to view data, give them the Viewer role rather than Admin.
Prompt removal: When a team member leaves your organization or no longer needs access, remove them from the portal immediately.
Regular review: Periodically review your team list to ensure only active, authorized users have access.
Audit Trail
All actions taken in the merchant portal are logged with the user who performed them. This includes creating payouts, modifying payees, changing settings, and managing API keys. The audit trail is available to admins and helps you maintain accountability across your team.