Team Accounts

What Are Team Accounts?

Team Accounts allow a store owner to give access to certain parts of their Tebex Store, securely, to other people without the need for insecure account sharing.

It is extremely important that you never share access to your own account with other people. Use the Team Account feature to allow others to manage your store, and never give your details to anyone. Ensure that you are using 2FA on your email account, as well as your Tebex Account - don't take the risk with your account security.

🎓 Academy Guide - Team Accounts

This video will explain and walk you through creating a new Team Account.

Creating Team Accounts

Ideally, the person you're giving access to should create their own Tebex Account here first, before you follow the steps below. They should then see your store appear in their Projects List.

If you have other staff members who need to be able to access your webstore, you can allow them access securely with their own Tebex Account by creating a Team Account. Here's how:

1. From the left-sidebar click 'Settings' then 'Team'.

2. Click 'Add Your First Team Account' or 'Add Team Account'.

3. Enter the email address of the person you want to invite to manage your Tebex Store in the email field.

4. Assign the relevant permissions to the account.

5. Click 'Create'.

Team Account Permissions

Each permission grants you the option of allowing them to either view, create/edit or delete whatever that permission is related to. Here are all the permissions explained:

Billing

• View - Account can view current plan (no access to upgrade or change plans)

• Create/Edit - Account can upgrade the Tebex Store and update the Payment Method/VAT Number stored on the Billing Page.

• Delete - Account can remove stored payment details and remove the Payment Method/VAT Number stored on the Billing Page.

CMS (Content Management System)

• View - Account can view pages via Webstore > Pages (currently this permission permits the editing of the homepage also).

• Create/Edit - Account can create/edit pages and can disable these from view (cannot delete).

• Delete - Account can fully delete all created pages (deleted pages are unrecoverable).

Community Goals

• View - Account can view Engagement > Community Goals.

• Create/Edit - Account can create/edit Community Goals.

• Delete - Account can fully delete Community Goals (deleted goals are unrecoverable).

Design

• View - Account can view the Webstore > Appearance and Sidebar pages.

• Create/Edit - Account can create/edit all options on the Sidebar page and most of the features available on the Appearance page (cannot change Add to basket behaviour + Allow Guests to view packages).

• Delete - Account can delete everything within the Appearance/Sidebar pages (deleted data is unrecoverable).

Discounts

• View - Account can view the Engagement > Coupons, Sales & Creator Codes pages.

• Create/Edit - Account can create/edit Coupons, Sales & Creator Codes.

• Delete - Account can delete Coupons, Sales & Creator Codes.

Fraud

• View - Account can view and use the Customers > Lookup & Ban pages.

• Create/Edit - Account can create/edit Customer Bans.

• Delete - Account can delete Customer Bans.

Get Started

• View - Account can view the Getting Started page (setup checklist).

• Create/Edit - Account can click through the setup checklist.

• Delete - No effect.

Depending on the steps you have remaining on the setup checklist, team members sometimes might not be able to access the page - this is expected behaviour.

Gift Cards

• View - Account can view Engagement > Gift Cards and use the Gift Card Lookup feature.

• Create/Edit - Account can create/edit Gift Cards.

• Delete - Account can void existing Gift Cards.

Issue Refunds

• View - Can view and issue refunds (Must be used in conjunction with the Payments permissions)

• Create/Edit - No effect.

• Delete - No effect.

Packages

• View - Account can view the Packages and the Settings > Variables pages.

• Create/Edit - Account can create/edit Packages and Variables and has access to the Mass Edit Packages feature.

• Delete - Account can delete Packages, Categories and Variables (deleted data is unrecoverable).

Payment Gateways

• View - Account can view Payments > Payment Methods (additionally requires Settings permissions to view).

• Create/Edit - Account can edit settings on the Payment Methods page with the appropriate Settings permissions.

• Delete - No effect.

Payments

• View - Account can view the Payments > Payments & Recurring Payments pages (including processed Discord Actions).

• Create/Edit - Account can create Manual Payments (requires Package permissions also) and edit commands on packages. The Resend feature can also be used but requires Resend Commands permission. Payment Exports also require the Reports permission.

• Delete - Account can delete Manual Payments and pending commands/discord actions.

Payments - Show Customer PII (Personally Identifiable Information)

• View - Account can view the email addresses and real names of customers.

• Create/Edit - No effect.

• Delete - No effect.

Payments - Single Payment Lookup Only

• View - Account can only lookup single payments via the Payments page.

Project

• View - Account can view the Project page.

• Create/Edit - Account can edit options on the Project page.

• Delete - No effect.

Reports

• View - Account can access the Statistics page and use the Payment Export feature via the Payments page.

Resend Commands

• View - Can issue command resends on transactions and use the bulk Resend Commands feature on the Game Servers page (also requires Settings permissions).

• Create/Edit - No effect.

• Delete - No effect.

Server Statistics

• View - Account has limited access to the Statistics page (requires Reports and Packages permissions for full access).

• Create/Edit - No effect.

• Delete - No effect.

Settings

• View - Account can view settings within the below pages.

• Create/Edit - Account can make changes to the settings within the below pages.

• Delete - Full access to delete/remove settings within the below pages.

Payments
> Exports (also requires Reports permission)

Webstore
> Appearance
> Sidebar
> Translations
> Emails
> Domain
> Notifications

Engagement
> Abandoned Basket Recovery
> Purchase Follow-ups
> Referral Links
> Upselling

Game Servers (also requires Packages permission)

Discord Servers

Developers
> Webhooks
> Login Webhooks

Team Accounts

• View - Account can access the Team Accounts page.

• Create/Edit - Account can create new Team Accounts and issue permissions (please note this means a Team Account can create a new Team Account with full permissions).

• Delete - Account can delete existing Team Accounts. The 'Master' account (the account that created the store) cannot be deleted by other Team Accounts.