Once you’ve created your GoCardless account, before you go any further we strongly recommend ensuring your account is secure. This is also a great opportunity to provide access to other individuals in your team so they can get acquainted with GoCardless themselves.
Enable 2-factor authentication
2-factor authentication provides an additional layer of security to your account by requiring you to enter a code generated through an authenticator app or sent to you via SMS, immediately following the successful completion of the standard email+password login step.
The 2-factor authentication setup process can be viewed here.
Add team members
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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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.