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Setting up team members

Invite people to take payments for your business.

Add team members so your staff can take payments on their own phones — with funds flowing to your business account.

Invite a team member

  1. In the Dashboard, go to Team members.

  2. Enter the team member's mobile phone number

  3. Enter a first name (optional)

    1. This is optional as the team member will be prompted for their name and email when they first log in to the app.

  4. Choose the location you're inviting them to.

    1. For now you can only select one, but once they have been added you can add them to multiple.

  5. Send the invitation (sent via SMS).

The new member taps the link in their invite and logs in with their mobile number — no separate registration needed. To control what they can access, see Understanding user permission roles.

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