Organization Management
Permissions are set at the Organization level. If you invited your team to your Test Environment, you must re-invite and re-permit users in your Live Environment as permissions and roles may differ.
Admin users can invite team members to their Highnote Organization using the Dashboard. To invite team members, select Organization from the left-hand navigation menu and click Team.
When an Admin user invites a team member, they must assign the team member a role. The Highnote Dashboard offers two team member roles, Admin and Support.
Team member roles have different levels of permissions and capabilities in the Dashboard:
| Admin | Support | |
|---|---|---|
| Organization Settings | ✖️ | |
| Invite Team | ✖️ | |
| Developer Settings | ✖️ | |
| Account Holders | ||
| Transactions | ||
| Payment Cards | ||
| Applications | ||
| Financial Accounts | ||
| Ledger | ||
| Balance | ✖️ | |
| Product Settings | ✖️ |
You cannot leave an organization if you are the only Admin in the organization. You must add another Admin before leaving.
Your Highnote team member account can work across multiple organizations in Test and Live Environments. You can leave any organization you no longer want to participate in from your Profile.
Refer to the following steps to leave an organization:
- Click the Organization drop-down in the Dashboard and select Profile.
- In the Organizations section, click the ellipsis and select Leave Organization.