> ## 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.
# Set Admin Roles
> Learn how to invite team members, assign roles, and configure notification access from your Bila admin settings.
Invite team members, assign roles, and configure notification access from the **Admins** dashboard.
Only a **Merchant Admin** can invite new admins or modify existing roles.
***
## Watch: How to Set Admin Roles
***
## Prerequisites
Before you begin, make sure you have:
* Merchant Admin access to your Bila dashboard
* The new admin's full name, email address, and phone number (if enabling SMS notifications)
***
## Step 1: Open Admin Settings
1. Click **Settings** at the bottom of the left sidebar.
2. Select the **Admins** tab from the top navigation bar.
The dashboard displays all current admins with their assigned role and account status.
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## Step 2: Invite a New Admin
Click the **+ Invite Admin** button at the top right. This opens a 3-step setup flow.
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### Contact Details
Enter the new admin's basic information:
| Field | Requirement |
| -------------------------- | ---------------------------------------------------------------- |
| **First name & Last name** | The team member's full name |
| **Email** | Must be unique - the system validates availability automatically |
| **Phone** | Optional, but required if you intend to enable SMS notifications |
***
### Role and Notifications
Define the admin's permissions and how they receive updates.
**Wallets**
Select which wallets this admin should have visibility and access to.
**Role**
Choose the permission level that matches their responsibilities:
| 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 |
Role permissions cannot be changed after the invitation is sent. If the wrong role is assigned, you will need to deactivate the account and send a new invitation.
**Notification Type**
Choose how much transaction detail this admin receives in their alerts:
| 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 |
**Notification Channels**
Select how the admin receives their alerts:
* **Email** - sent to the address provided in Step 1
* **SMS** - sent to the phone number provided in Step 1
* **Both** - recommended for high-access roles such as Merchant Admin or Initiator & Approver
SMS notifications require a valid phone number to be entered in the Contact Details step. If the field was left blank, only Email will be available.
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### Review and Send
A summary of the admin's profile, role, and notification settings is displayed for confirmation.
1. Review all details carefully.
2. Click **Send invitation** to complete the process.
**Confirmation:** A green toast notification will appear - *"Invitation sent successfully"*.
The new admin will receive an email invitation to set up their account. Their entry will appear in the Admins dashboard with a `PENDING` status until they accept.
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## Admin Status Reference
| Status | What It Means |
| ---------- | -------------------------------------------------------------- |
| `ACTIVE` | Admin has accepted the invitation and can access the dashboard |
| `PENDING` | Invitation sent but not yet accepted |
| `INACTIVE` | Account has been deactivated - admin cannot sign in |
***
## Next Steps
Update an admin's role or revoke their access at any time.
Delegate sales by creating cashier accounts for your POS team.