What you can do here
You can create unique login credentials for each team member and assign different permissions to their accounts. This allows easy and secure access to your company's PayDocker account.
Permission Level: Admin vs. User
You can create 2 types of accounts:
-
Admin account
- Full access of the account functions
- User would need to be an admin to enable access to more than 1 PayDocker account
-
Users account
- Access to account functions can be limited
- Users are not able to be granted access more than 1 PayDocker account
How to access
1. Clicking on Settings (1), then Team (2) in the left menu.
It will bring you to the team dashboard and member list:
How to configure
Create access for new members
1. On the Team page, click on + New Member to create the profile based on the selected access type:
1. On the pop-up, select Admin (1) and enter the necessary information (2).
For profiles with User Access
2. On the pop-up, select User (1) and enter the necessary information (2).
3. Configure user permission if required
Under Permission Level, all boxes are checked by default (1), granting the user access to all pages. To restrict access, uncheck specific boxes (2) accordingly.
4. Click Create Profile once done.
Create access for existing members
If your team member already has access to another PayDocker account, you can invite the same user to have access to your account as well.
1. Click + Invite Existing Member
2. Search for the user's email or username and select the account to be added
3. Configure user permission (if required)
Under Permission Level, all boxes are checked by default (1), granting the user access to all pages. To restrict access, uncheck specific boxes (2) accordingly.
4. Click Create Profile once done.
Edit member list
To make changes to the list, you can take the following actions
Modify Profiles
1. On the Team page, locate the specific profile and click Edit along its respective row.
2. Make the desired changes on the pop-up and click Update Member once done.
Disable Profiles
1. On the Team page, click on the toggle situated along the row corresponding to the member's profile.
Delete Profiles
To completely remove a member's access, you can choose to delete their account.
1. On the Team page, locate the specific profile and click Remove along its respective row.
Frequently asked questions
- Q: Can I create a new access for someone who already has an account?
- Q: How is the registration process for new members?
- Q: How do I see which accounts I have access to?
Q: Can I create a new access for someone who already has an account?
No, if you are using the same email address. You will face this error: Email already exists.
Kindly follow the steps to invite existing users instead.
Q: How is the registration process for new members?
Your team member will receive an automated email with the login details. They can sign in directly by following the login links provided.
Q: How do I see which accounts I have access to?
You can easily toggle between accounts once you have signed in like this: