Team Management

The Shuttle Merchant Portal supports team collaboration through a comprehensive team management system. This feature allows you to invite multiple users to work together within your organization.

Team Profiles

Shuttle supports three distinct team profiles with different permission levels:

1. Admin (Administrators)

Full access to all features and settings
Can configure and control payment options and payment destinations
Manage team members and permissions
Complete control over the portal

2. Support Team

Access to Dashboard and user activity (payment history)
Can perform merchant operations like issuing refunds and capturing authorizations
Can access various application-related pages
Cannot access payment configuration settings

3. Support Read-Only

View access to Dashboard and user activity
Can view but cannot modify any data
Cannot issue refunds, capture payments, or edit accounts
Ideal for support staff who need visibility without modification rights

Setting Up Teams

Teams is a paid feature. When enabled on your account, you'll see a "Teams" option when logged in under an organization.

Managing Multiple Teams

Team management is controlled at the organization level. To manage different user groups:

Create separate organizations for different parts of your business
Each organization can have its own team structure
Each Shuttle account must belong to one organization only
Example: If you have UK and US operations, create:
- "My Business UK" organization for UK team members
- "My Business US" organization for US team members
- Users would need different accounts for each organization

Inviting Team Members

To add team members to your organization:

Access the Teams section in your organization
Click "Invite User"
Enter the new user's email address
Select the appropriate role profile (Admin, Support Team, or Support Read-Only)
Send the invitation

The invited user will:

Receive an email invitation
Create a Shuttle account (if they don't have one)
Accept the invitation to join your team

User Licensing

Shuttle's payment plans are typically charged on a per-user basis. You'll need sufficient user licenses to invite team members. If you exceed your number of user licenses, you'll be prompted to update licenses when logging in to the merchant portal.

If your billing supports dynamic updating (the default), you don't need to pre-purchase a sufficient number of licenses. We'll automatically update the license count once daily based on your actual team size, allowing you to add users as needed without manual license management.

Enterprise Security Controls

For organizations with advanced security and compliance requirements, Shuttle's Enterprise plan offers policy-based access controls that can be enforced at the organizational level. These controls ensure consistent security posture across your entire team without relying on individual user compliance.

To access these features, will will need to be on an enterprise plan, you can enable them in the "Edit Organisation" page.

Federated Authentication (Google Workspace Integration)

Enforce single sign-on through Google Workspace to maintain centralized identity management. When enabled:

Team members must authenticate using their corporate Google account
Access is automatically revoked when users are removed from Google Workspace
Eliminates orphaned accounts and ensures immediate deprovisioning
Provides audit trail through Google Workspace logs

Mandatory Multi-Factor Authentication

Enforce MFA requirements at the organizational level to meet compliance frameworks such as SOC 2, PCI DSS, and ISO 27001. This control:

Prevents access to organizational resources without active MFA
Applies to all team members regardless of role
Cannot be bypassed or disabled by individual users
Significantly reduces risk of unauthorized access from compromised credentials

Password Rotation Policy

Implement mandatory 90-day password rotation to align with security best practices and compliance requirements:

Automatically enforces password changes every 90 days
Blocks access until password requirements are met
Maintains password history to prevent reuse
Ensures ongoing credential hygiene across your organization

These enterprise controls provide security teams with the governance tools necessary to:

Meet regulatory compliance requirements
Implement defense-in-depth strategies
Maintain consistent security policies across all users
Reduce reliance on user behavior for security posture
Generate compliance reports for auditors

Contact our sales team to discuss enabling these enterprise security features for your organization.