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Day-to-day administration of your organization: managing team members, maintaining permission groups, and keeping your default refund destination current. Everything here lives on the Team page (and the Permission Groups pages it links to), and most of it requires the Owner role. For first-time setup — inviting your first users, enabling MFA, creating your first permission group — start with Getting Started instead.

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Review and remove team members

The Team Members table on the Team page lists everyone in your organization: name, ID, email, business title, role, and MFA status. If you have permission, a delete icon on each row removes that person — a confirmation modal asks you to confirm, and the action can’t be undone. To bring someone back, re-invite them as a new user.

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Edit a permission group

Click the edit icon on a group’s row in the Permission Groups table. The Edit Permission Group form mirrors the create form: adjust the Name or Description, flip permissions on or off by section, and click Update Group to save. Changes apply to every member of the group. Edit Permission Group form

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Add users to a group

Only users whose role is already Custom can belong to a permission group — Owners and Viewers can’t be added.
  1. Open the group’s details page from the Permission Groups table.
  2. Click Add Users.
  3. Select from the list of Custom-role users and confirm.
If someone you expect isn’t in the list, their role isn’t Custom — change their role first, then add them.

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Remove users from a group

Removing members is a deliberate three-click flow:
  1. Click Delete Users to enter selection mode.
  2. Check the people to remove, then click Confirm Deletion.
  3. Click Remove in the confirmation modal that opens.
Cancel deletion exits selection mode without removing anyone. Removed users keep their Custom role but lose the group’s permissions immediately.

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Delete a permission group

Deleting a group removes every member’s access to those permissions immediately. You’ll be asked to confirm first. If members still need a subset of those permissions, create or assign a replacement group before deleting.

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Set a default refund destination

Under Organization Settings on the Team page, the refund destination card controls where refunds go when a transaction doesn’t specify one. If nothing is set, click Set default to configure it. If one is already set, you can Edit, Re-confirm, or Remove it. Re-confirm the destination at least every 90 days. Left unconfirmed, its status badge moves from a “re-confirm recommended” warning to an expired state, and automatic refunds stop working until you re-confirm. Only Owners can manage this — it’s not something you can grant through a Custom permission. Refund destination modal

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Troubleshooting

The refund destination badge shows a warning or error. It needs re-confirming — the badge moves from a soft warning to an expired state after 90 days without re-confirmation, and automatic refunds stop working until you re-confirm. A user I want to add to a permission group isn’t in the list. Only users with the Custom role are selectable. Change their role first, then add them to the group. I removed the wrong user from a group. Re-add them through Add Users on the group’s details page — their Custom role is unaffected by removal, only their group membership. I see an error like “Permission groups are playing hide and seek.” That’s the platform’s informal message for a failed load. Refresh the page; if it persists, contact your Borderless representative.