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Add your team

Each person gets their own sign-in, with exactly the access you choose.

Account & billing 2 min read 4 steps 1 screenshots

Sharing one login is the thing to avoid. Each person gets their own account, and you decide, area by area, what they can change, what they can only see, and what they cannot see at all.

1

Invite a member

Team under Account is where you add someone. They receive an email with a 6-digit verification code and a link where they choose their own password. You never handle a password, and nobody but them ever knows it.

app.paysana.co
Your team, with each member’s access and status.
Your team, with each member’s access and status.
2

Choose what they can do

Pick a ready-made setup (Full access or Day-to-day selling) or choose area by area: every part of the portal can be Edit (see and change), View (see only) or Nothing (hidden entirely). Change it any time with Edit access on their row.

3

Know what is enforced

Access is checked on our servers, not just hidden in the interface: a view-only member can open the page but every change is refused, and a hidden area is refused even if they type the address directly.

4

Remove access instantly

Deactivate a member and they are locked out immediately, and it is reversible. Once deactivated you can also remove the login for good; everything they did stays in your activity log under their name.

Worth knowing

  • Changing a password acts on whoever is signed in, so a team member can never change the owner’s password.
  • The team itself, your security settings, saved cards and plan changes always stay with the owner: they cannot be granted to anyone.

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