⚡Team Roles

Invite collaborators to your Helio account and operate efficiently as a team 👍

Currently there are 2 roles: Admin and Collaborator

Roles

Helio offers two user roles: Admin and Collaborator. Admin

• Role Assignment: Automatically assigned to the account creator.

• Permissions: Full access to all Helio features.

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.

Inviting a Collaborator as an Admin

• 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.

Joining a team as a Collaborator