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

StraitsX Business Accounts offer different roles to help you manage access and permissions efficiently:

Adding a New User

Follow these steps to add a new user to your StraitsX Business Account:

1. On your Dashboard, click on the "Team" tab located on the left-hand side.
2. Click the "Add Team Member" button.
   
3. Enter the user's email address and select their desired role.
   
   • For Admin and Operations Roles: 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, our Sales team might request other related documents, such as a Board Resolution, if required. The user will then receive a notification from our Customer Support team with instructions and details of the onboarding requirements. Once these are completed, an invitation that also serves as email verification will be sent to the user as a final step to sign up.
     
   • For Developer and Viewer Roles: A confirmation pop-up will appear. Review the email address and click "Send Invitation".
     
4. Once the process is complete, an invitation (which also serves as email verification) will be sent to the user as a final step to sign up.
   

Changing a User's Role

To change an existing user's role:

1. Reach out to our Customer Support team via our webform.
2. Use the following guide when filling out the ticket:
   • "Please choose your issue below": Select "Business Account".
   • "Business Account Issue": Select "Account Update".
   • "Account Update Issue (optional)": Select "Role access update/removal".
     
3. In the description, include the user's email address, their current role, and their new, updated role.
   • For Admin and Operations roles: A brief verification process will be initiated by our Customer Support team. You might also be asked by our Sales team to provide additional documents, such as a Board Resolution, if required.
     
     

Deleting a User

To remove a user from your StraitsX Business Account:

1. Click on the "Team" tab on the left side of your Dashboard.
2. Click the trash icon next to the user you wish to delete.
   
3. Confirm that this is the correct user you want to remove.
   

Important Note: If you accidentally delete the wrong user, you can re-add them by contacting our Customer Support team (refer to the "Adding a New User" section above). Upon removal of an access role from a business account, the user's account will also be closed, unless it is tied to other active business accounts.