MMeerPartners docs

Profile and team

The Profile and team section in the MeerPartners business cabinet: company details, Tenant ID, contact email and website, team members and the Owner and Member roles.

The Profile and team section (/m/profile) stores your company details and manages the team composition. Here you can see who has access to the cabinet and with what permissions, and the owner can invite new members via a link.

Company profile and a team members table with roles
Fig. 1. The company profile and team members.

Company details

The "Company" block shows the basic information:

FieldWhat it is
CompanyThe company name (company_name). Edited by the owner.
Account emailThe email of your MeerID account you signed in with.
Contact emailThe business contact email for communication (if set).
WebsiteThe company website address (if set).
Tenant IDThe numeric identifier of your business (tenant) on the platform.

What a Tenant and Tenant ID are

A Tenant is your isolated business account on the platform: offers, balance, team and keys all belong to it. The Tenant ID is its numeric identifier; it is used in integration (the X-Tenant-Id header when sending a postback). The business URL identifier (slug) is the one you set at registration — it determines the address of your space. More on business registration — Choosing a role.

Editing

The "Edit" button opens a form for changing the company name. After saving, the notification "Profile updated" appears. Only the Owner can change the profile.

Profile edits — owner only

If there is no "Edit" button, it means you signed in as a Member (merchant_member) — you have read-only access. Only the business owner can change the company details.

Team members and roles

The "Team members" block is a table of everyone with access to the cabinet: Member (name), Email, Role.

RoleCodeWhat they can do
Ownermerchant_ownerFull access: creating and editing offers, API keys, deposit and balance, profile, inviting and removing members.
Membermerchant_memberRead-only access: sees offers, analytics and data but doesn't change them.

What only the Owner can do

Critical actions are reserved for the Owner role and unavailable to Members:
— creating and editing offers;
— issuing and revoking API keys, test postback;
— topping up the deposit and viewing the escrow balance;
— granting/revoking publisher access to private offers;
— editing the company profile;
— inviting and removing team members.

Inviting a member

The owner invites new members with an invitation link (the "Invite member" button). The invitee joins the team in the Member role.

Open the invitation dialog

Click "Invite member".

Choose the link mode

Three modes are available: One-time (1 use), Multi-use with a limit (specify the maximum number of uses) or Unlimited.

Set the expiration

Specify the link's validity period in days — from 1 to 90.

Create and copy the link

Click "Create". The platform shows a link of the form /join/<token> — copy it with the "Copy" button and send it to the person.

The member accepts the invitation

By following the link and signing in via MeerID, the person accepts the invitation and joins your team.

Invitation list

Below the members, the owner sees the "Invitation links" table: Token (click copies the link), Status, Uses (used / limit, unlimited is shown as ∞), Expires. Invitation statuses:

StatusWhat it means
ActiveThe link works and can be used to join.
ExpiredThe validity period has passed.
RevokedThe owner revoked the link manually.
ExhaustedThe usage limit has been reached.

An active link can be "Revoked" — after that it can no longer be used to join ("Invitation revoked" appears).

Removing a member

The owner can remove a team member with the "Remove" button in the table row. There is a restriction:

Who can't be removed

You can remove only a Member (merchant_member). You cannot remove:
— yourself ("You can't remove yourself");
— the team owner ("You can't remove the team owner").
A confirmation is shown before removal. After removal, "Member removed" appears.

What's next