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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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Learn what to expect during your first 24 hours with PayHelm, including sync timelines and common data import questions.

How to Backfill Historical Data

Learn when and how to backfill historical data in PayHelm, what it includes, and when you should or shouldn't use this feature.

Connecting Your Store to PayHelm

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

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