Managing Account Privileges
Your original Paysley user account, the Master Account, gives you unlimited access and is the only account that can manage your company contact information and logo. When you add additional users to your Paysley account, you can control the level of access and permissions of every individual employee account.
To view or edit the privileges of an employee, follow these steps.
- Log in to your Paysley dashboard at https://merchant.paysley.com/en/home/login and select the link in the left navigation bar to access your My Employees section.
Only a user with Administrator privileges can manage other user accounts
- Click the edit icon on the right of the employee profile you want to view or edit.
- Select the Account Type and select the preferred privileges for the selected account. Your account type options are Accounting, Administrator, Sales, and Developer:
Accounting: Full reporting access. You can also grant permission to manage refunds and reversals by selecting the available option under Select Privileges.
Administrator: Full access
Sales: Select between Restricted and Full access. Restricted access limits the employee to see only their own activity. Select the privileges you want to give the employee and whether they will have access to the full inventory of products and services or select the categories they can access.
Developer: This gives you access to the Application Manager section of your Dashboard so that your developer can connect the applications they build for you.
- Confirm any updates by selecting the Save button.
The same employee privileges will apply on the Paysley Mobile App.
If you need any additional assistance, contact Paysley Support at [email protected]