How-to

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

  1. Open Users in the dashboard and click Invite user.
  2. Enter the person’s email.
  3. Pick a role — see Roles for details.
  4. For the merchant role, select which merchant they belong to.
  5. 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.

Next steps

Was this helpful?