User Management – Adding Users & Setting Permissions
Written By Angela L
Last updated 5 months ago
If you would like to have additional people help manage your PayKickstart vendor account, you have the ability to add additional users and set specific permissions for the users.
Setting User permissions will allow your team members to view and manage customers, subscriptions, transactions, and much more, all from their own accounts and while maintaining security and restricted access to certain locations and actions as you see fit.
Please Note:
Sub-users are provided a free affiliate account that will allow access to specific sections of your vendor account to help manage based on the permissions you set for the user.
Sub-user’s will not have a vendor account and will not need one unless they are selling their own products. They can help manage your vendor account from their free affiliate/sub-user account.
IMPORTANT:
For vendor security, users do not have the ability to create new campaigns or funnels. If needed, you can create the actual campaign or funnel and let your users complete the setup.
Step 1: Go To User Management section
In the top right corner, select your Profile icon, and then in the profile menu select the “Users“ option.
Step 2: Add a New User
At the top of the section, enter the email address of the user you are looking into inviting to manage your PayKickstart account, and then click on the Invite button.
A confirmation prompt will appear asking you to confirm the invitation, especially if the user does not have an account with PayKickstart yet. If you have entered the correct email address, click on Continue.
Step 3: Edit User Profile
Once the user has accepted the invitation they are set to “No access” by default, but you can view the user in the “User Management” settings by searching via users or campaigns and select “edit” to view and change user permissions.
Step 4: Edit Specific Permissions
Once you are in the user’s settings, you have the ability to choose permissions for “Read & Write, Read Only, No Access, or Custom” for each campaign you have in your PayKickstart account.
If you would like to set custom permissions, you can select the “edit” button for the specific campaign to choose from additional permission settings for the user.
Step 5: Save Settings
Once you are satisfied with the user settings click “Save Settings” in the top right corner and you have successfully added a user and set their campaign permissions.
After the sub-users have permission to access components of your account, they can log in and begin accessing your account to assist with daily tasks.
NOTE: If the sub-user has access to multiple vendor accounts, they will be able to switch views between each vendor to keep data separate and help avoid confusion.
OPTIONAL: Each campaign settings will allow you to send Sale and Rebills emails to the sub-users if needed