Share Button

What you’ll build

Before you start, make sure you have the following in place:

• A Paycux account with access to the project you are configuring.
• An API key for the environment you are working in. Staging keys start with sk_test_; production keys start with sk_live_.
• Admin access on the system you are connecting, so you can create the application and read its metadata.
• A redirect URI registered in the Paycux dashboard under Developer → Redirects.

Model the hierarchy

Model the hierarchy is handled by Share Button rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.

Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.

Define roles and permissions

Roles are defined once per project and assigned per organization membership, so the same person can be an admin in one organization and a viewer in another.

Check permissions on the server, in the request path, using the permission slug rather than the role name. Role names change; slugs are stable.

List who has access

List who has access is handled by Share Button rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.

Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.

Add role labels for direct members

Add role labels for direct members applies specifically to Share Button. It behaves the same in both environments, and the values it depends on are visible in the dashboard for the environment you have selected.

If the behaviour you see does not match this description, check which environment your API key belongs to before anything else — a staging key against production data is the most common cause.

Share with a new member

Share with a new member is handled by Share Button rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.

Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.

Change a member’s role

Change a member’s role applies specifically to Share Button. It behaves the same in both environments, and the values it depends on are visible in the dashboard for the environment you have selected.

If the behaviour you see does not match this description, check which environment your API key belongs to before anything else — a staging key against production data is the most common cause.

Remove a member

Remove a member is handled by Share Button rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.

Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.