You can now add multiple users to your GoCardless account. Each user will be able to log on to the same dashboard, but using different log in details. Furthermore, users can have admin, read-write or read-only access.
A user with read-only access is able to log on, see all features of the dashboard as normal and download exports relating to customers, payments, payouts etc. However, they will not be able to change any account details or create or cancel any payments, plans or mandates.
A user with read-write access is able to view, create, and update most on your account, but cannot make changes to the account itself. This means that they'll be able to create and cancel resources such as plans and payments.
A user with admin access has full control of the account. They can do everything a read-write user can do, but admin users can also change account settings such as contact details, verification details, and the bank accounts we send payouts to. Admin users can create and manage other users, apps, and access tokens.
Adding new Users
To add a user to your account, first click Settings in the top right hand corner of the page and choose Team.
This will take you to your Team page showing a list of all current users. Once on the Team page, click Add new user in the top right hand corner.
The Create user box will open allowing you to fill in the details of the new user. It is here you can select whether you would like them to be a Read-only or Read-write user, or have Administrator level access.
Once you have added their details and clicked Create user, we will send them an email asking them to choose a password. Once they have completed this, they will be able to log on to your dashboard using their own details.
If at any point you would like to edit a user, head back to the Team page and choose the specific user you would like to alter. Here you'll be able to edit the user’s access, or enable/disable the user.