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Documentation Index

Fetch the complete documentation index at: https://docs.paynext.com/llms.txt

Use this file to discover all available pages before exploring further.

PayNext provides three organization-level roles to control access to the Dashboard.

Manage Roles

Dashboard → [Organization name] → Manage → Members From the Members modal:
  • Members tab — Change roles via dropdown, remove members via menu
  • Invitations tab — Enter emails (comma or space-separated), select role, click Send invitations

Permission Comparison

FeatureAdminMemberSupport Specialist
Sidebar
Dashboard
Payments
Customers
Integrations
Plans
Developers
Checkout
Workflows
Actions
View payments & customers
Issue refunds
Cancel subscriptions
Create/edit plans
Configure processors & payment methods
Manage checkout & workflows
Manage API keys & webhooks
Team Management
Invite members
Change member roles
Remove members

Role Summary

RoleUse Case
AdminFull access including team management
MemberFull operational access without team management
Support SpecialistCustomer support: view-only access with refund and cancellation permissions