Assigning your individual team members with their own account users enables you to allocate account permissions on a per person basis, whilst ensuring your account remains secure.
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Adding team members
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Removing team members
Adding team members
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Open your dashboard and click Settings
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Select Team
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Click Invite a team member
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Enter your team member’s details and choose their access level
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Click Invite team member
An email invite will be sent to the individual with a link to create their password, completing the process.
We strongly recommend ensuring each new user enables two-step authentication on their account immediately upon accessing their GoCardless account for the first time.
| ACCESS LEVEL | PERMISSIONS |
|---|---|
|
Administrator |
User can manage company settings, as well as read and write standard resources. Administrators also have access to the developers tab, company info and team page. |
|
Read-write |
User can read and write standard resources*, but is restricted from changing developer or company settings, except for creating webhook endpoints and retrying webhooks. |
|
Read-only |
User can view resources but not create or update anything |
* Examples of standard resources include customers, payments, and subscriptions
Removing team members
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Open your dashboard and click Settings
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Select Team
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Click on the user you wish to remove. A new window will open with the team members details
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Scroll down to Actions and click on Disable team member. To confirm this action please click on the Disable team member button in the confirmation window.