Manage users
Invite teammates and assign roles. Understand what each role can see and do.
Breeze Buddy is multi-tenant: resellers manage multiple merchants, merchants manage their own templates and calls, users read what they’ve been given access to. Assign the smallest role that does the job.
Invite a user
- Open Users in the dashboard and click Invite user.
- Enter the person’s email.
- Pick a role — see Roles for details.
- For the
merchantrole, select which merchant they belong to. - Send the invite. The user receives an email with a sign-in link.
Change or remove access
- Change role: open the user’s row and pick a different role. Takes effect on their next sign-in.
- Revoke: delete the user. Their access is cut immediately; in-flight calls are unaffected.
Multi-merchant teams (resellers)
If your organisation manages multiple merchant accounts — for example, an agency running campaigns for several clients — the reseller role gives access across every merchant under it. A reseller user sees a merchant switcher in the dashboard header.
Invite reseller-level users sparingly; they can see and change every merchant’s templates and leads.
Programmatic access (for developers)
Backend integrations use server-to-server tokens rather than user logins. These are generated separately and carry a role just like a user. See Authentication (developer docs) for the full token model.
Audit the user list quarterly
Roles drift. Review the user list every quarter and remove people who’ve changed teams. Resellers especially — they have the broadest access, so dormant reseller accounts are the highest-risk leak vector.