Adding a User to Multiple Merchants
If you administer more than one linked merchant account, you can invite a team member to several of them at once from Team Settings. In a single invite, choose the accounts and a role for each, and the team member signs in once to access all of them.
Only users with the Team Admin role can add or edit team members. As an admin, you can only add a team member to merchant accounts that you manage.
Add a new team member to multiple merchants
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From the left menu, click Settings.
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On the top tab, click Team Settings. You'll see your team members.
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Click Add Team Member.
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Enter the new team member's name and email address, and click Next.
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In the merchant accounts field, select each merchant account you want this team member to access. If you manage several linked accounts, this field works as a drop-down list of your accounts.
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Assign a role for each merchant account. You can either:
- Select a role for each merchant one at a time, or
- Select a role once and click Apply to all to give the team member the same role on every selected merchant.
Click the link in the modal to open the article that explains each role, or see User Roles & Permissions.
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Click Save.
The team member receives an email inviting them to your merchant accounts, with a link to set up a password. After they set a password and log in, they can access each merchant account you added them to.
Add or remove merchants for an existing team member
- From Settings > Team Settings, click the team member you want to update.
- To give them access to another merchant, add the account and choose a role, as you would for a new team member.
- To take away access to a merchant, click the X next to that account.
- Click Save.
Deactivate a team member
On the Team Settings page, click the pause icon next to a team member to deactivate them. Stax Pay confirms who you're removing and from which merchant before it takes effect.
DeactivationDeactivating a team member only removes them from the merchant account you are currently working in, even if they are linked to several accounts. To remove them from other merchants, open each merchant and remove them there, or use the X next to each account when editing the team member.
This prevents you from accidentally removing someone from accounts you don't manage, for example, accounts another admin added them to.
Email Addresses and Security
- Admins can't edit another team member's email address.
- Team members can update their own email address if it changes, for example, when they move to a new company domain.
Updated 6 days ago