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.

What Admins can do:

• Create, view, and manage other users

• Update account details including business address, phone number, and linked bank accounts

• Manage representatives and authorized signers

• Access all dashboard features, reports, and data

• Generate and revoke API keys

• Configure webhooks and view API logs

• Access both sandbox and production environments

Best for: Account owners, finance leads, operations managers

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.

What Developers can do:

• Generate and manage API keys

• Add and remove trusted IP addresses

• Configure webhooks and event subscriptions

• View API logs and debug integration issues

• Access sandbox and production environments

• View customers, payments, funding activity, and paykeys

What Developers cannot do:

• Create or manage users

• Modify account details (address, phone, linked bank accounts)

• Add or remove representatives

Best for: Engineers, technical leads, integration specialists

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.

What Members can do:

• View the dashboard and all operational data

• View customers, payments, funding activity, and paykeys

• Perform UI-based actions such as canceling or refunding payments

• Access production environment

What Members cannot do:

• Access developer tools (API keys, webhooks, logs)

• Create or manage users

• Modify account settings

Best for: Customer support, operations staff, team members who need visibility without configuration access

Permissions by Feature

Inviting Users

To invite a new user to your account:

1. Navigate to Settings → Team in the dashboard

2. Click Invite User

3. Enter the user's email address

4. Select the appropriate role

5. Send the invitation

The invited user will receive an email with instructions to create their account and access your Straddle dashboard.

Changing a User's Role

Admins can change the role of any user in the account:

1. Go to Settings → Team

2. Find the user you want to modify

3. Click the role dropdown and select the new role

4. Confirm the change

Role changes take effect immediately.

Frequently Asked Questions

Can I have multiple Admins on an account? Yes. You can have as many Admins as needed. 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 remove users from Settings → Team. Click the user and select Remove User. Their access is revoked immediately.