Team & Organization Settings
v1.0Manage team member roles, organization profile details, billing contacts, and security access controls in the SyncID Business Portal.
Collaborate securely with engineers, product managers, and finance operators by inviting team members with role-based access control (RBAC) in the Business Portal.
Team Roles & Permissions
| Role | Permissions | Ideal For |
|---|---|---|
| Owner / Admin | Full administrative access: manage apps, generate/revoke API keys, invite members, modify billing and organization profile | Engineering leads, CTOs, Organization founders |
| Developer | View and create applications, generate Sandbox and Live API keys, configure webhooks, view analytics and API logs | Software engineers, Integration specialists |
| Analyst / Viewer | Read-only access to Analytics, verification volume charts, and audit logs; cannot view secrets or create apps | Product managers, Growth teams, Data analysts |
| Billing Contact | Receives monthly invoices, quota alert emails, and manages payment methods | Finance managers, Accounting departments |
Inviting Team Members
- Navigate to Team in the Business Portal sidebar.
- Click Invite Member in the top right.
- Enter their business email address and assign an initial Role (Admin, Developer, or Viewer).
- An email invitation with a secure one-time activation link is dispatched immediately.
Organization Profile & Branding
Under Organization Profile (/settings/profile), configure your company details displayed to students during OAuth verification consent prompts:
- Legal Entity Name: The legal name of your company.
- Display Brand Name: The user-facing brand name shown to students.
- Primary Contact Email: Official communication address for integration and compliance notifications.
- Website URL: Official company website.
- Brand Logo: SVG or high-resolution PNG displayed on verification consent screens.
Billing Contacts & Invoices
By default, the primary account Administrator is assigned as the default billing contact. You can add dedicated accounts payable contacts in the Billing tab to receive monthly invoices and payment receipts without giving them developer access.
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