We are currently revamping our role-based access request feature on the StraitsX Business Account dashboard. Some changes have been made on this article to reflect the current process and requirements. Thank you for bearing with us.
Roles Available
Adding a new user
Step 1: Click on the Team tab on the left side of your Dashboard, then click on the Add Team Member button.
Step 2: Enter the email address and select the role for the user. For Admin and Operations roles, you will be prompted to contact us and make a request thru our Customer Support team. Due to the access level given to these roles, a short verification process will be initiated with the help and guidance of our Customer Support team. Additionally, you might receive a request from our Sales team to provide other related documents such as a Board Resolution, if required.
Step 3: The user will receive a notification from our Customer Support team together with instructions and details of the onboarding requirements.
Step 4: Once completed, an invitation that also serves as the email verification will be sent to the user as a final step to sign up.
Changing a user's role
Step 1: Reach out to our Customer Support team via our webform. Use the following as a guide for filing the ticket:
Step 2: Include the email address, as well as the current and updated role for the user on the description. For Admin and Operations roles, a short verification process will be initiated with the help and guidance of our Customer Support team. Additionally, you might receive a request from our Sales team to provide other related documents such as a Board Resolution, if required.
Delete user
Step 1: Click on the Team tab on the left side of your Dashboard, then click on the trash icon next to the user you would like to delete.
Step 2: Confirm that this is the user you would like to delete. If you accidentally deleted the wrong user, you can always add them back by reaching out to our Customer Support team (see "Adding a new user" above).
Note: Upon the removal of access role from a business account, the user account will also be closed with exception to accounts that are still tied to other active business accounts.