Several years ago, when your company had a team of one working in the Dwolla Dashboard, it was easy to keep track of who had access to what, and there were no concerns about someone stumbling into the wrong section. Fast forward to today—your business has grown, and there are now several folks working on various dashboard activities. Engineers need access to applications but they don’t need to see the master balance or initiate a transfer. Meanwhile, people in finance want to download billing invoices but don’t need to manage individual customers.
Instead of calling a big meeting to discuss what everyone should and shouldn’t do, this problem can be solved by creating individual accounts and setting permissions for your team members in the dashboard.
We’ve structured the Dwolla Dashboard to support teams of various sizes. The person who started your Dwolla account is referred to as the account owner. They might be a developer or senior company leader who was very involved during the API integration process. If there comes a point in which this person no longer handles the day-to-day work in the dashboard, it is possible to change who owns this role. The original account owner can reach out to your dedicated account manager (for Scale or Custom clients), or they can email firstname.lastname@example.org (for Pay-As-You-Go clients) to update the account owner’s contact information. The account owner role can’t be deactivated.
Outside your account owner, you have the ability to invite additional folks to help your business manage your payments and integration. Team members are those who have been invited to join your company’s dashboard. Anyone with a valid email address can be invited to your dashboard and no special settings are needed to invite contractors or third-party vendors who work on behalf of your company. As your business continues to evolve and grow processes, you have the flexibility to update team members and access — including account deactivation, if accounts are no longer needed.
Customizing Your Dashboard
The dashboard is flexible and can be customized to your team’s workflow and needs. For example, your customer success staff might need access to research customer service requests. You might grant them ‘Edit’ access to transactions, customers, funding sources and initiate transfers. Similarly, customer success managers will also likely want ‘Edit’ access to the aforementioned sections, and they may need ‘Edit’ access to account info and the team page to invite additional members as the team grows. Both customer success staff and managers may want to better understand business metrics. You can enable access to the trends page to allow them to see usage patterns over time.
If you’re onboarding new hires in customer success, you might consider introducing them to the dashboard by specifying ‘View’ access to the aforementioned areas. This will allow them to explore the dashboard without making any changes. Once they’re ready to start working on customer requests, you can adjust their permissions to ‘Edit’ those areas.
For your engineering and IT staff invested in your company’s technical success, make it easy for them to maintain your applications by allowing access to applications. ‘View’ access provides the ability to see all applications, keys, secrets and webhook details. ‘Edit’ access allows them to manage applications and webhook subscriptions. If they manage third-party integrations for other applications that your company uses outside the Dwolla Dashboard, you can also grant ‘Edit’ access to integrations.
Those working in finance can have access to the billing page to download past invoices. If your finance team tracks specific payments, ‘View’ access to transactions may also be useful. Your finance team members and business analysts might also find it valuable to track success metrics in the trends section of the dashboard.
Is your team taking on additional staff on a temporary basis? If your team includes any contractors who need to work in the dashboard to support your business, you can grant ‘Edit’ or ‘View’ access to those areas as appropriate. When their assignment is complete, simply deactivate their account.
Enhanced dashboard permissions ultimately give your team the flexibility to scale in the way that best fits your company’s needs. In addition to the scenarios outlined above, team members in hybrid roles or unique strategic positions can have any combination of access that supports their work. Whether you’re an early-stage startup exploring product-market fit or a seasoned business adding new payment capabilities, Dwolla is here to propel your digital payments success.