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In this article

  • Understanding Access Permissions
  • How PayHelm Permissions Work
  • Admin Access (Account Owner)
  • Team Members by Plan
  • How to Add Team Members
  • Step 1: Access Team Settings
  • Step 2: Invite a New User
  • Step 3: Team Member Accepts Invitation
  • Setting Permissions for Team Members
  • Configuring Access After Invite
  • Changing Permissions Later
  • Viewing Your Team
  • Team Members List
  • Pending Invitations
  • Removing Team Members
  • How to Remove Access
  • What happens after removal:
  • Temporary Access Removal
  • Common Questions
  • How many team members can I add?
  • Can team members invite other people?
  • Getting Help
Help Center/Setup & Configuration
Setup & Configuration

How to Add Team Members & Manage Permissions

Updated March 17, 2026
Team Management, Permissions, Users, Access Control, Collaboration

In this article

  • Understanding Access Permissions
  • How PayHelm Permissions Work
  • Admin Access (Account Owner)
  • Team Members by Plan
  • How to Add Team Members
  • Step 1: Access Team Settings
  • Step 2: Invite a New User
  • Step 3: Team Member Accepts Invitation
  • Setting Permissions for Team Members
  • Configuring Access After Invite
  • Changing Permissions Later
  • Viewing Your Team
  • Team Members List
  • Pending Invitations
  • Removing Team Members
  • How to Remove Access
  • What happens after removal:
  • Temporary Access Removal
  • Common Questions
  • How many team members can I add?
  • Can team members invite other people?
  • Getting Help

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Step-by-step instructions for connecting Shopify, WooCommerce, and BigCommerce stores to PayHelm, including permissions and data sync details.

How to Create Your PayHelm Account & Log In for the First Time

Step-by-step guide to creating your PayHelm account, verifying your email, and logging in for the first time.

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