How do I manage multiple payment accounts from one dashboard? How do I manage multiple payment accounts from one dashboard?

How do I manage multiple payment accounts from one dashboard?

Payset allows you to manage multiple different accounts from the same online dashboard.

If you work with two or more companies or manage both a company and an individual account, this feature allows you to easily toggle between them to manage transactions in any supported currency from your dashboard.

How to add new accounts to your dashboard

Contact us via the Help page in your account dashboard or submit a request here

Our support team can add you as a user on as many accounts as you need.

Once you've been added as a user on multiple accounts, click on Account name in your dashboard and select the account you'd like to manage.

It's one click to toggle between different accounts from the same dashboard.

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Pay in multiple currencies, track transactions, and generate reports across all your accounts

You can easily switch between accounts to send, receive, and exchange currencies, track transactions, generate reports, and then switch back to another account.