Currently there are 3 roles: Admin, Collaborator and Account Owner

Roles

Helio offers three roles, with Admin and Collaborator as invitable user roles.

Account owner:

• Role Assignment: Automatically assigned to the account creator.
• Permissions: Full access to all Helio features

Admin:

• Role Assignment: Invited by company account owner
• Permissions: Full access to all Helio features, except the ability to delete connected wallets

Collaborator:

• Role Assignment: Invited by an admin
• Permissions:
  • View team transactions.
  • Create and edit Pay Links on behalf of the team.
  • Limited to using wallets linked by the Admin.
  • Cannot access settings, add or change payout wallets, configure split payments, or process refunds.

Managing Team Members

To manage team roles and add collaborators:

• View Team Members: Go to Settings -> Team Members.
• Invite Collaborators:
  • Ask the collaborator to create a Helio account at Helio Login .
  • Obtain their wallet address.
  • In Settings -> Team Members, click Invite and enter the wallet address to grant access.

• Join the Team:
  • The collaborator can log in to Helio or refresh their dashboard to accept the invitation.
  • They can toggle between the team account and their personal account via the team selector in the top left of the dashboard.