Managing Your Team & Accounts

TurnStay supports multiple merchant accounts under a single company. Each account operates independently - with its own payment processing, payouts, and reporting - while being managed from a single dashboard login. You can invite team members and control what they can see and do across your accounts.

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Roles

Every team member is assigned a role that determines their level of access within the dashboard.

RoleAccess level

Admin

Full access - can view all data, process refunds, create and manage payment links, invite and manage team members, update bank account details, manage API keys, and access audit logs.

Operator

Day-to-day payments operations - can create payment links, manage payment link templates, process MOTO transactions, and issue virtual card transactions. Cannot process refunds, change bank accounts, manage users, or access API key or audit log settings.

Virtual Card Charger

Scoped access for virtual card operations only - can view the dashboard and process virtual card transactions. No other write access.

Viewer

Read-only access - can view transactions, payouts, statements, and reporting but cannot take any actions. This is the default role assigned when a new team member is invited.

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Capability matrix

Capability	Viewer	Operator	Virtual Card Charger	Admin
View dashboard / payments	✓	✓	✓	✓
Create payment links		✓		✓
Manage payment link templates		✓		✓
Virtual card transactions		✓	✓	✓
MOTO transactions		✓		✓
Process refunds				✓
Change bank accounts				✓
Manage users / team				✓
Manage API keys				✓
View audit logs				✓
Account management / settings				✓

Note

Some capabilities - such as MOTO and virtual card transactions - also require the relevant feature to be enabled on your account. Having the role permission alone is not sufficient if the feature has not been activated. Contact TurnStay at support@turnstay.com to enable additional features.

Note

An Admin can update team member roles at any time from the Team Management section of the dashboard.

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Inviting a team member

1. Log in to your TurnStay Dashboard as an Admin

2. Navigate to Team Management in the side menu

3. Enter their email address and select the role you want to assign

4. Send the invite - they will receive an email with a link to set up their access

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Multiple accounts

If your business operates across multiple properties, brands, or entities, TurnStay can set up separate merchant accounts for each. Each account has its own:

• Payment processing and transaction history
• Payout schedule and linked bank account
• Statements and reporting
• Payment link configuration and billing descriptor

Team members can be granted access to one or more of your accounts. Users with access to multiple accounts can switch between them from the dashboard.

Note

Multiple accounts are configured by the TurnStay team. To add a new account or adjust which accounts a team member can access, contact TurnStay at support@turnstay.com.

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Notification preferences

For each account they have access to, team members can configure which notifications they receive:

• Transaction notifications - alerts when a payment is processed
• Payout notifications - alerts when a payout is initiated or completed
• Alert notifications - important account-level alerts

Notification preferences are managed per account from your account settings in the dashboard.