# Multi-operator

> Guides on multi-operator functions.

#### Introduction

The multi-operator function allows you to manage accounts linked to your companies. You can use this service to create, modify, and delete accounts and roles, as well as assign predefined or customized roles to these accounts.

Antom portal provides five predefined roles that can be assigned to any account. An account can have more than one role.

| **Role** | **Permission** | **Suggested for** |
| --- | --- | --- |
| Admin | - View account info, transaction records, and settlement records - View company info - Invite new members - Edit member roles | Company or team's person-in-charge |
| Finance | - View and download transaction and settlement records | Finance staff |
| Operations | - View transaction records | Operations staff handling inquiries or refunds |
| Developer | - Access the Developer center for API integration and related tasks | IT or developer staff |
| Data Analytics | - View data through **Data** **Insight**, including: - Operational and payment method performance - Payment success rate - Error report data. | / |

#### Invite a new member

1.  Go to **Settings** \> **Team**, and click **Add a team member**.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/1aeda38c-bc1d-4e9c-b648-6b6648a203b6.png)

2.  Enter the new member's email address and assign a role (e.g., Admin, Finance, or Operations). You can check each role's permissions on the right side.
3.  Set the access to merchant accounts: All access or restricted access.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/1726038629189-ba9d208e-69a1-4c6a-ae02-99d552ef2023.png)

4.  For security reasons, an **Email Verification** window might pop up. Enter the verification code sent to your **Alternate Email address**.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/1726045791479-37b7d1be-f838-43e2-a6ad-2728cd7c01e7.png)

5.  Enter the OTP code from "Alipay OTP Verification" email. A notice pops up to inform you that the notification is sent successfully after clicking **Confirm**.

| ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/d9aeeca9-1ac6-4dae-bfe8-b4c2734abf76.png) | ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/1726045860357-45b9e874-50a7-4bdd-a068-4eb241e3b3e1.png) |
| --- | --- |
| ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/d9aeeca9-1ac6-4dae-bfe8-b4c2734abf76.png) | ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/1726045890254-f9db158c-80b5-4d21-844a-f6cc3f4b2ef4.png) |

#### Change a member or role

**To modify a member**:

1.  Click **Modify member** in the **Member list** section to change an existing member's role and access.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/c3869b87-a34f-45b9-a7a5-bf450262e515.png)

2.  Select a new role and merchant account for the member and click **Submit**.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/1726046032741-fc60024a-778d-4c1f-bf8c-977ccba5dc17.png)

**To delete a member**:

Click **Delete member** in the **Member list** section to delete a member.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/6fc6c615-9b98-4b84-b149-a2968e2a5111.png)

**To modify a role**:

Click **Modify** in the **Role** **management** section to change role information and permission.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/c88f54f2-2711-4d3a-ad92-782001c97ab7.png)

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/1726047313385-351e6b94-e153-429e-934e-6141997eb953.png)

**To delete a role**:

Click **Delete** in the **Role** **management** section to delete a role.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/b8f2bb74-0445-46c9-bd83-31e8b8c8aa5c.png)

#### Add a new role

1.  Click **Role management** \> **Add a role** on the Team page.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/f05f6a41-e742-479a-9f78-804b17a70d75.png)

2.  Enter the basic information and configure permissions for the new role, and click **Submit**.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/1726046454662-b79d5939-8978-4244-8ca1-7c1831d2c24c.png)

3.  To view role information, click **View details**. The role information page will appear on the right.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/1726046504746-6aeca581-7537-4275-a79b-aa86b0a30bf2.png)

#### Activate a member role

1.  Open the “Member role activation” email and click **Let's Get Started** to enter the registration page.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/7d506327-75d3-4caa-b700-244dba1a4b78.png)

2.  Click **Send Code** to receive the verification code and input the password to complete the activation.

| ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/550d0a43-beba-45e3-be7c-5333ea09a689.png) | ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/f05055d5-7df2-402b-ae7d-fd5b744ac221.png) |
| --- | --- |

#### Set the payment password

1.  Click **Security Settings** on the top right and click **Add password** to set the payment password.

| ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/74b8f34a-7372-487c-a616-dde240dc89ad.png) | ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/91bb3964-d296-4a90-8cc7-c76197412263.png) |
| --- | --- |

2.  Enter the OTP code from the "Alipay OTP Verification" email.
3.  Click **Confirm** to access the Set Payment Password page.

| ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/d3778bbd-28d0-4b4d-b6a0-10d78ba69be2.png) | ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/1726048727088-a09bebed-1556-45c4-a633-4dd62d08864e.png) |
| --- | --- |

4.  Enter a valid password and click **Confirm**. A notice will appear to inform you that the payment password is set successfully.

| ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/1726048755846-68e7aa71-0a67-4825-95b4-03c8a74388f7.png) | ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/1726048774385-398b8b84-e576-4f59-8e13-f46141250c73.png) |
| --- | --- |