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User Management & Access Control

User Roles and Permissions

Straddle uses role-based access control to manage what users can see and do within your account. When you invite team members to your Straddle account, you assign them one of three roles: Admin, Developer, or Member. Each role provides a different level of access to features, data, and configuration options.

Available Roles

Admin

Admins have full access to all features and functionality within the account. This role is designed for account owners, authorized representatives, and managers who need complete oversight and control.

Developer

Developers have access to technical tools and configuration options needed for integration work. This role is scoped specifically for team members building and maintaining your Straddle integration.

Member

Members have standard access to interact with the dashboard and view operational data. This role is appropriate for team members who need to monitor activity and work with customers and payments without administrative or technical responsibilities.

Permissions for each role are fixed and cannot be customized.

Inviting Users

  • Navigate to Settings → Team in the dashboard

  • Click Invite User

  • Enter the user's email address

  • Select the appropriate user role

  • Click Invite

Managing Users

  • Resend an invitation — Go to Settings → Team → Invites, find the pending user, and select Resend Invitation from the dropdown.

  • Change a user's role — Go to Settings → Team, click the role dropdown next to the user, and select the new role. Changes take effect immediately.

  • Deactivate a user — Go to Settings → Team → Users, click the status dropdown next to the user, and select Deactivate. Access is revoked immediately.

You cannot remove the last Admin from an account. At least one Admin must remain at all times.

Troubleshooting

Login & Password Issues

  • Password reset: Click "Forgot password?" on the login page

  • Locked account: Multiple failed login attempts may temporarily lock an account. Try again after 15 minutes or reset your password

  • Browser issues: Clear browser cookies and cache, or try an incognito/private window

  • 2FA issues: If two-factor authentication is not working, contact help@straddle.com

Can't Find the Invite Email

  1. Check Settings → Team → Invites — is the status "Pending"?

  2. If yes, resend the invitation

  3. Confirm the correct email address was used (typos are common)

  4. Have them check spam, promotions, and other email folders

Duplicate Account Conflicts

Problem: You see an error saying "Email already tied to another organization" or "Account already exists."

This happens when the email address is associated with a different Straddle organization. Contact help@straddle.com with the user's email and your organization name - this requires support intervention.

"No Account Found" Error

Problem: A user tries to log in but gets a "No account found" or "Email not registered" error.

This typically means the user hasn't been invited yet, they have not accepted the invitation, or their invitation has expired.

Solution:

  1. Verify the user was invited (check Settings → Team → Invites)

  2. Confirm they're using the correct email address

  3. If the invitation is still pending, have them check their email (including spam folder) and click the invitation link

  4. If needed, resend the invitation

  5. If expired, re-invite the user

Frequently Asked Questions

Can I have multiple Admins on an account? Yes. We recommend having at least two Admins to ensure continuity if someone leaves or is unavailable.

What happens if I remove the only Admin? You cannot remove the last Admin from an account. At least one Admin must remain to manage the account.

Can Developers access production data? Yes. Developers can view customers, payments, and other data in both sandbox and production environments. They can also generate production API keys.

Can Members access the sandbox? No. Members only have access to the production environment. If team members need to test integrations, assign them the Developer role.

How do I revoke access for a user? Admins can deactivate users from Settings → Team → Users. Click the status dropdown next to the user and select Deactivate. Their access is revoked immediately.

What Requires Support

Contact help@straddle.com for:

  • Email already exists in another organization (account conflicts)

  • User still can't log in after troubleshooting

  • Need to recover or transfer access to an account

  • Invitation stuck in pending status after resend attempts

Include your organization name and the affected user's email when reaching out.


Need help? Reach out to help@straddle.com