Giving your team members individual access to your GoCardless account is a simple way of ensuring they have access to what they need, without compromising security as a result of using shared login information. You can also allocate different levels of access depending on what tasks they will need to perform for added peace of mind.
- Open your dashboard and click Settings
- Select Team
- Click Add new user
- Enter your team member’s details and choose their access level (see table below)
- Click Create user
The team member will receive an invite email containing a link which, once clicked, will ask them to create a password and add them as a user in your account.
|We strongly recommend ensuring each new user enables two-step authentication on their account immediately upon accessing GoCardless for the first time. [See our article on Enabling two-step sign in for further information].|
User access levels :
|Administrator||User can manage company settings, as well as read and write standard resources|
|Read-write||User can read and write standard resources, but is restricted from changing developer or company settings|
|Read-only||User can view resources but not create or update anything|
(Examples of standard resources include adding customers, creating payments, etc.)