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
-
Users account
- Access to account functions can be limited
How to access
1. Clicking on Settings then Team 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 either User or Admin (1) and enter the necessary information (2).
2. Click Create Profile once done.
3. Go back to the team dashboard to look for the profile that you have just created. Then, click Edit
4. At this step, you can configure which properties you would like to make available to this profile. You can toggle Access off and on
Only for User accounts:
5. Click on the Eye icon to configure the permissions in detail
Any changes made to the permissions will be saved automatically.
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
If you need to remove a member's access completely, 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: 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.
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.