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Inviting Team Members to Your Account

Adding users to your dashboard

Inviting Team Members to Your Account

Give colleagues secure access in under a minute.


1 · Sign in

Open your merchant dashboard and log in with your admin credentials.

2 · Open Staff

In the top header, click the Staff tab.

(Screenshot placeholder – Staff tab highlighted)

3 · Click Add new

Press the Add new button on the right side of the screen.

(Screenshot placeholder – Add new button)

4 · Enter user details

Field
What to enter
Name
First and last name of the team member
Email
Work email address
Username
Unique username (letters or numbers)
Password
Temporary password (they can change later)

(Screenshot placeholder – Add staff form)

5 · Save

Click Save. The new user will appear in your staff list and can log in immediately to help manage disputes and chargebacks.


Need to remove or edit a user later? Return to Staff, select their name, and choose Edit or Deactivate.

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