Get invited as an accountant. Read-only access in minutes.
The merchant account owner invites you directly from their SatsRail dashboard. Here's the process:
Invitations expire after 7 days. The owner can resend at any time if needed.
The Accountant role is designed for financial oversight. Full read access to everything that matters — zero write access to anything that could cause harm.
| Feature | Access | Notes |
|---|---|---|
| Dashboard | Read | Overview of revenue, orders, and wallet status |
| Orders, Invoices, Payments | Read | View all transactions and payment details |
| All Reports | Read + Export | Settlement, tax summary, reconciliation, revenue |
| Accounting Exports | Export | QuickBooks, Xero, and generic CSV downloads |
| Create Orders / Invoices | Denied | Only Owner and Manager roles can create |
| Wallets & Settings | Denied | Only the Owner can manage wallets and settings |
| API Keys & Webhooks | Denied | Only Owner and Manager roles have access |
| Team Management | Denied | Only the Owner can invite or remove team members |
You never see private keys, seed phrases, or wallet credentials. Funds flow directly to the merchant.
No write permissions. You cannot create, modify, or delete any records. View and export only.
All actions are logged. The merchant can see who accessed what and when.
Ask your client to go to Team → Invite Member in their SatsRail dashboard and select the Accountant role.
If they don't have a SatsRail account yet, they can create one for free in under two minutes.