How to add team members to your account

Last updated: October 15, 2025

You can easily add team members to your account and control their access permissions through the Team tab in your dashboard.

Adding Team Members

To add team members to your account:

  1. Navigate to the Team tab in your dashboard

  2. Add your team members' email addresses

  3. Set the appropriate permissions for each team member

  4. Send the invitations - team members will receive an email invite to access the account

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Setting Permissions

When adding team members, you can choose which sections they'll have access to, such as:

  • Product tab for payment links

  • Dashboard for overview

  • Transactions

  • and more!

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Admin Access Required

Important: You must be logged in as the admin account to access the Team tab and add team members. If you don't see the Team tab option, make sure you're logged in with your admin credentials.

Account Privacy

By default, you are the only one with access to your account. Team members will only have access to the specific sections you grant them permissions for when you add them through the Team tab.