Documentation Index
Fetch the complete documentation index at: https://docs.usebila.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Adjusting an admin’s role lets you increase or restrict a team member’s access as your business evolves — whether onboarding someone to a new responsibility or limiting access after a role change.Only a Merchant Admin can edit roles or permissions for other admins.
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.
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 |
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 |
|---|---|
| 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.
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 |