Manage Team Members

The Members section allows a Seller to manage everyone who helps operate their Sevi account — from administrators to field agents.

Each member added is assigned a role that defines what actions they can perform in the Sevi App or Seller Admin Portal.

Accessing the Members Section

1. From your Seller App, go to Account Relations → Members.
2. You’ll see a list of all users under your seller account.
3. Each entry shows:
   • Full Name
   • Phone Number
   • Role (Admin, Member, or Agent)

Member Roles Explained

Role	Access Rights
Admin	Has full control over the seller account — can manage wallets, approve payments, add or remove members, and view all activities.
Member	Can access most seller features including managing customers, creating payment requests, and tracking activities, but cannot access or manage the wallet.
Agent	Typically a sales representative responsible for onboarding buyers, creating payment requests on behalf of customers, and managing on-ground relationships.

Adding a New Member

1. Tap + Add New Member.
2. Enter their Phone Number.
3. Tap Invite to send an SMS invitation for them to join your seller account as a Member by default.

Once the invite is accepted, the user will automatically appear in your Members list with their assigned role.

Managing Existing Members

From the Members screen, you can:

• View all team members and their assigned roles.
• Update a member’s role if their responsibilities change.
• Remove a member when they no longer work with your business.

tip

Keep your roles organized — assigning the right access helps protect your wallet and ensures smooth team operations.

**NOTE:**These are only visible and editable by the Admin of the account.