How to add a teammate to your business on Paystack
You can give other people who work with your business access to your Paystack Dashboard without having different people sharing login details. This helps different team members get the data they need to work with at any point in time. Follow the steps below to learn how.
1. As shown in the image below, firstly, go to your Dashboard settings. Then select the Team tab on your dashboard settings page, and click on the ' Invite Team Member' button. The invite teammate modal will appear. See below:
You can choose to assign any of the 5 default roles to the new team member or create a custom role. You can also edit the permissions for the default roles.
Here's how you can create a Custom Role and manage team members' permissions:
On the Team tab on your dashboard, click on "Manage Roles". This takes you to another window that shows you access that all roles have on your dashboard.
You can create a new (custom) role here or edit the permissions for the existing roles. To create a new role click on "Create a custom role".
When you choose to create a custom role, you'll have to enter the name of the role, enter a brief description and select the new role's permissions.
2. Enter the email address of the person you want to give access to your dashboard, and assign them a role from the drop-down list.
The person will receive an email invitation. If there's already a user account associated with that email address, the business will be added to the list of businesses they have access to on Paystack. If the user does not already have a Paystack account, they'll be invited to create a password before they can access the business.