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.
- Adding team members
- Removing team members
Adding team members
- Open your dashboard and click Settings
- Select Team
- Click Invite a team member
- Enter your team member’s details and choose their access level
- 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
- Open your dashboard and click Settings
- Select Team
- Click on the user you wish to remove. A new window will open with the team members details
- 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.
Please note: If you wish to remove an email address from an account entirely, for example, to use it with a different GoCardless account, you will need to scramble the email address by inserting something like "closed1@ or closed2@" before the existing email address.