How do I add new members to my account? How do I add new members to my account?

How do I add new members to my account?

If you'd like to give another team member or your accountant access to your Payset account, you can easily do this by adding them as a new member. 

Here's how:

Step-by-Step: Adding a New Member

  1. Log in to your Payset account.
  2. Go to the Settings section in the menu.
  3. Click on Members.
  4. Select Add Member.
  5. Fill in the details: First Name, Last Name, Email Address
  6. Choose their permission level (e.g., View-only, or Full permissions)

Once submitted, the user will receive an invitation email to join the account.

What the Invited User Needs to Do

After receiving the invitation email, the new user must:

  1. Click “Activate Account” in the email and follow the instructions.
  2. Verify their phone number (an SMS with a 6-digit code will be sent).
  3. Enter the code and create a secure password.

A second SMS code will be sent for verification.

Once verified, they’ll be asked to upload documents, such as:

  • A valid Photo ID
  • A recent Proof of Address (utility bill, bank statement, etc.)

Note:

The invited user will not have access until they complete all verification steps.

You can manage or remove members at any time from the Settings > Members section.

If you need assistance assigning the correct permission level or encounter any issues during the process, please don't hesitate to contact our support team.