Ivy Dashboard
Learn the basics of the Ivy Dashboard.
The Ivy Dashboard is the user interface that lets you manage and configure your account. Use it to navigate to account resources, invite team members, configure your integration, and so on.
Team Member Access
The Merchant Dashboard provides a robust system for managing user roles and permissions. Each user within a merchant is assigned a role, which determines their level of access and the actions they can perform.
There are four user roles in the Merchant Dashboard:
- Owner
- Administrator
- Editor
- Viewer
Each role has specific permissions, as detailed below:
Owner
Owners have the highest level of access.
| They can | They cannot |
|---|---|
| View all the merchant-related data | Demote themselves |
| Send invites with all roles | Demote an Admin |
| Promote people to all roles | |
| Demote people to all roles (except demoting another Owner) |
Administrator
Administrators have the second highest level of access.
| They can | They cannot |
|---|---|
| View all the merchant-related data | Demote themselves |
| Send invites with roles up to Admin | Demote an Owner or another Admin |
| Promote people up to Admin | |
| Demote people from Editor to Viewer |
Editor
Editors have limited access.
| They can | They cannot |
|---|---|
| View all the merchant-related data | Demote anyone |
| Promote anyone | |
| Send invites |
Viewer
Viewers have the least access.
| They can | They cannot |
|---|---|
| View all the merchant related data | Demote anyone |
| Promote anyone | |
| Send invites |
Updated about 2 months ago