Team access on PAYWISE: who on your team should do what

Sharing one password with your whole team is risky: you cannot tell who did what, and everyone can withdraw money. On PAYWISE, every team member gets their own sign-in and a role that decides what they can do.

The four roles

Every role can view the dashboard, transactions, settlements and reports. Roles decide who can take actions:

Only the Owner and Developers can see the webhook signing secret.

Which role for whom?

• Finance: the person who handles money and bookkeeping. They can withdraw and check payments, but cannot touch your integration.
• Developer: your programmer or agency. They can manage API keys, websites and webhooks, but cannot withdraw money.
• Viewer: customer service or a partner who only needs to look up payments.

Give each person the smallest role that lets them do their job.

How to add a team member

1. Open Team in your dashboard (only the Owner can do this).
2. Press Add team member, enter their name and email, and choose a role.
3. PAYWISE shows a temporary password. Share it with them directly, in person or through a private channel. Ask them to change it after their first sign-in.

You can change a member's role or remove them at any time. When someone leaves your company, remove them on the same day.

Good habits

• One person, one account. Never share sign-ins.
• If a developer leaves, also rotate the API keys they used and consider creating a new webhook secret.
• Check the sign-in activity from time to time.

Read more about keeping your account safe in how to keep your PAYWISE account secure.