Update an admin’s role, wallet access, or notification settings as your team evolves.
Only a Merchant Admin can edit roles or permissions for other admins.
Watch: How to Update Admin Roles on Bila
Prerequisites
Before you begin, make sure you have:
- Merchant Admin access to your Bila dashboard
- The name of the admin whose role you want to update
Step 1: Open the Admin Edit Panel
- Click Settings at the bottom of the left sidebar.
- Select the Admins tab from the top navigation bar.
- Locate the team member in the admin list.
- Click the options menu
... in the Actions column next to their name.
- Select Edit Admin from the dropdown.
The Edit Admin panel opens as a 3-step flow.
Step 2: Update Role and Notifications
Wallets
Select which wallets the admin should have access to. Deselect any wallets you want to restrict.
Role
Use the dropdown to assign a new permission level:
| Role | Access Level | What They Can Do |
|---|
| Merchant Admin | Full | Complete control over merchant management and settings |
| Initiator & Approver | High | Can both create and authorize transfers |
| Approver Only | Moderate | Can only authorize transfers created by others |
| Initiator Only | Moderate | Can create transfers, but requires someone else to approve |
| View Only | Low | Can see account data and reports but cannot move money |
| Alerts Admin | Minimal | Receives notifications only — no login or balance access |
Changing a role takes effect immediately after you save. If the admin is actively logged in, their permissions update on their next action. Inform them of the change in advance to avoid disruption.
Notifications
Update how the admin receives transaction updates:
Notification Type
| Alert Type | Transaction Notifications | Balance Visibility | What It Means |
|---|
| Detailed Alerts | Yes | Visible | Full transparency — shows money in/out and the final account total |
| Summary Only | Yes | Hidden | Operational focus — confirms payments occurred without showing total balance |
| No Alerts | No | Hidden | Total privacy — for staff who don’t need real-time payment updates |
| Channel | Requirement |
|---|
| Email | Uses the email address on their admin profile |
| SMS | Requires a valid phone number on their admin profile |
| Both | Recommended for high-access roles such as Merchant Admin |
Step 3: Review and Save
- Click Next to reach the Review and save screen.
- Verify the updated Role, Notification type, and Channels are correct.
- Click Save changes to apply.
Confirmation: A green toast notification will appear — “Admin updated successfully”.
If you need to undo a role change, return to Edit Admin and reassign the previous role. There is no automatic rollback.
Role Change Reference
Use this as a quick guide when deciding which role to assign:
| Situation | Recommended Role |
|---|
| Team member taking on full management | Merchant Admin |
| Finance lead who approves and initiates | Initiator & Approver |
| Senior staff who only signs off on transfers | Approver Only |
| Junior staff who drafts transfers for review | Initiator Only |
| Executive who needs visibility, not control | View Only |
| External party receiving transaction alerts only | Alerts Admin |
Next Steps
