How to Add Team Members & Manage Permissions

PayHelm allows you to collaborate with your team by adding multiple users to your account. This guide explains how to invite team members, manage their access permissions, and remove access when needed.

Understanding Access Permissions

How PayHelm Permissions Work

PayHelm uses granular access permissions that let you control which sections of the platform each team member can access. You can give team members access to specific areas like:

• Dashboard: View and analyze main analytics dashboard
• Custom Reports: Create and view custom reports
• Shipping: Access shipping analytics and data
• Traffic: View traffic and advertising metrics
• Email Campaigns: Access email marketing tools and analytics

Each team member can have different combinations of these permissions based on their role.

Admin Access (Account Owner)

The account owner has complete control:

• Access to all sections of PayHelm
• Can manage billing and subscriptions
• Can add and remove team members
• Can change all user permissions
• Can delete the account
• Can change all settings

Team Members by Plan

The ability to add team members depends on your plan:

• Free plan: Limited team access — contact support for details
• Entrepreneur plan: Per-user pricing at $20/month per seat — add as many users as you need
• Business plan: Unlimited team members included
• Enterprise plan: Unlimited team members with dedicated account management

For the Entrepreneur plan, each additional user you invite is billed at the same $20/month per user rate. To upgrade your plan, see How to Upgrade Your Account.

How to Add Team Members

Step 1: Access Team Settings

1. Log in to your PayHelm account
2. Click Settings in the top navigation or account menu
3. Navigate to the My Team tab
4. You will see the Invite section and a list of current team members

Step 2: Invite a New User

1. In the Invite section, enter the email address of the person you want to invite
2. Click Invite button
3. The invited person will receive an email invitation
4. They will appear in your Team Members list with a "Pending" status until they accept

Step 3: Team Member Accepts Invitation

What happens for the invited person:

1. They receive an email from PayHelm with an invitation link
2. They click the link in the email
3. If they do not have a PayHelm account:

• They create a new account using that email address
• Set up a password
• Verify their email

4. If they already have a PayHelm account:

• They log in
• Accept the invitation to join your account

5. Once accepted, their status changes to "Active"
6. You can then configure their permissions

Setting Permissions for Team Members

Configuring Access After Invite

Once a team member has accepted their invitation:

1. Go to Settings — My Team
2. Find the team member in the Active Members list
3. Click on their name or the edit icon
4. Toggle on/off the sections they should access:

• Dashboard
• Custom Reports
• Shipping
• Traffic
• Email Campaigns

5. Click Save to apply the permissions

Changing Permissions Later

You can update a team member permissions at any time:

1. Navigate to Settings — My Team
2. Click Edit next to the team member
3. Adjust their section access toggles
4. Save the changes — they take effect immediately

Viewing Your Team

Team Members List

The My Team page shows all current team members with:

• Name and email address
• Status (Active, Pending invitation)
• Current permissions assigned
• Date added

Pending Invitations

Team members who have not yet accepted their invitation appear with a "Pending" status. You can:

• Resend the invitation email
• Cancel the invitation if no longer needed

Removing Team Members

How to Remove Access

To remove a team member from your account:

1. Go to Settings — My Team
2. Find the team member you want to remove
3. Click Remove or the trash icon next to their name
4. Confirm the removal

What happens after removal:

• The team member immediately loses access to your PayHelm account
• Their account is not deleted — they keep their own PayHelm login
• They will no longer see your account data
• For Entrepreneur plans, the per-user seat cost is removed on the next billing cycle

Temporary Access Removal

If you need to temporarily restrict access without removing the user:

1. Edit the team member permissions
2. Toggle off all section access
3. They remain on your team list but cannot access any data
4. Re-enable access by turning sections back on when ready

Common Questions

How many team members can I add?

This depends on your plan:

• Entrepreneur: Add as many users as you need — each additional seat is $20/month
• Business and Enterprise: Unlimited team members included at no extra per-user charge
• Free: Contact support for current limits

What can team members do?

Team members can access only the sections you grant them permission for. They cannot:

• Change billing or subscription settings
• Add or remove other team members
• Access areas outside their assigned permissions

Account owners retain full administrative control at all times.

Can team members invite other people?

No. Only the account owner (admin) can invite new team members and manage permissions.

What if someone does not receive their invitation?

Ask them to:

1. Check their spam or junk folder
2. Verify the email address is correct
3. Request a resend of the invitation from your Team settings

Getting Help

For assistance with team management:

• Contact support through the in-app chat
• Review the pricing page for plan details on team member limits
• Request a demo to see team features in action