We’re excited to release multi-user access on the PayDock platform. As one of our most asked for features, we have been working hard over the last few months and have finally released it.
What does this mean for you?
You can now add more than one user on the PayDock platform and grant various access permissions for each user. For existing clients, this feature has already been turned on and activated on your account at no additional cost.
What are some ways to get the most out of this new feature?
There are four new permission levels including Admin, Manager, Customer Service, Reporting.
This is the full access permission which has no restrictions on capabilities. This is normally reserved for the business owner or an administrator of your platform. Some key permissions for this role are you can add/remove other users, you can add/remove billing licenses and reset API tokens. The login used to create the account is granted admin permission by default.
This role gives you full control on the payments through PayDock such as creating charges, subscriptions, notifications and drive refunds. This role is designed for someone in accounts or sales where they need full control of the transactions but without some of the key admin permissions.
This is for your support service centre with the ability to edit customers information, get status on existing transactions and perform refunds. There is no ability to create any new transactions or add customers inside PayDock, only modify existing records.
This permission allows your bookkeeper or accountant to view payments and customers information with being able to download the results into a csv. Some other applications of this role could be sales managers needing to create reports or even allowing future investors to get real live data of sales through your platform. This function can save the task of exporting the data and sending it manually.
How to access this new feature?
1. Access the “My Company” tab of your user administration
2. Visit the “Company Users” page
3. Add new user and assign role
For more information or help on how to set this up please contact email@example.com.