Your team and their roles
Updated 20 October 2026 · Partner Owners and AdminsInvite your colleagues to the partner console and give each one a role: Owner, Admin, Support, Finance or Read-only. The role decides what they can see and change.
The roles
| Can | Owner | Admin | Support | Finance | Read-only |
|---|---|---|---|---|---|
| See stores, plans, branding, domains, reports and the activity log | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create stores, change their plan, limits, suspend and restore | ✓ | ✓ | |||
| Extend a store’s trial | ✓ | ✓ | ✓ | ||
| Open a support session in a store | ✓ | ✓ | ✓ | ||
| Change branding and domains, submit for approval | ✓ | ✓ | |||
| Create and change plans | ✓ | ✓ | Prices only | ||
| Your billing with DripFunnel: invoices, payouts, payment method | ✓ | See only | ✓ | See only | |
| Invite, change and remove team members | ✓ | ✓ (not Owners) | |||
| Require 2-factor for everyone, transfer ownership | ✓ |
Billing isn’t in the menu for Support, and Support isn’t in the menu for Finance and Read-only. Elsewhere, a button your role can’t use is greyed out and says why.
Invite someone
- Open Settings and choose the Team tab.
- Press Invite, then enter their Name, Work email and Role.
- Press Send invitation. They get an email to set a password and turn on 2-factor. The link works for 7 days.
Until they accept, the list says Invitation sent. Press Resend for a new link (the old one stops working) or Revoke to cancel it.
Change a role or remove someone
- Change the role next to their name and confirm Change role. It applies on their next request.
- Press Remove to take someone off the team. They’re signed out straight away, and what they did stays in the activity log.
- Admins can’t invite, change or remove Owners, and nobody can remove themselves.
Transfer ownership
There must always be at least one Owner. To hand over, the Owner presses Transfer ownership, picks the New Owner, types TRANSFER and confirms. The new Owner can manage billing, payouts and the team, and you become an Admin. Only the new Owner can undo it.
Require 2-factor for everyone
In Settings › Security, the Owner can switch on Require 2-factor for everyone on the team. The page lists who doesn’t have it yet; they set it up at their next sign-in. Anyone who opens support sessions needs 2-factor anyway, because each session asks for a code.
Questions
Which role should our support staff have?
Support. They can see every store and open read-only support sessions, but can’t change plans, branding or billing.
Who can see our payouts and invoices?
Owners and Finance can see and change them. Admins and Read-only can see them. Support can’t open Billing.
Can the team see my merchants’ portal in our brand?
Your team works in the partner console, which keeps DripFunnel’s look. Your merchants see your brand in their own portal. Use Branding’s preview, or a support session, to see what merchants see.