Team members
A team member is someone with their own Paybrain account who you let into yours, such as a bookkeeper or a manager working from home. They sign in as themselves and switch to your business.
Team members or employees?
| Employees | Team members | |
|---|---|---|
| For | Staff who work the Register | People who help run the business from the web |
| Sign in with | A 4–6 digit PIN on the Register | Their own Paybrain account |
| Set up in | Employees | Team on the web |
| Access | Register permissions | View or manage areas of your account |
The two are separate. Adding someone as a team member doesn't give them a PIN, and adding an employee doesn't give them a login.
Add a team member
The person needs a Paybrain account first. If they don't have one, ask them to sign up at paybrain.io.
Open Team
On the web, open your account menu and click Team. Or go straight to paybrain.io/settings/team.
Find them
Click Add Team Member. Choose Phone or Email and enter the number or address on their Paybrain account.
Choose what they can do
For each area, tick View to let them see it, or Manage to let them change it too. Pick at least one.
Add them
Click Add Member. They now see your business under Switch Account in their account menu.
What each area covers
| Area | Covers |
|---|---|
| Invoices | Payment links and invoices |
| Point of Sale | In-person charges and card readers. Manage also lets them add, fix and remove shifts in Payroll. |
| Recurring | Subscriptions and recurring payments |
| Balance | Your balance and payouts |
| Customers | Customer records |
| Settings | Account settings and API keys |
| Billing & Plan | Your Paybrain plan, billing and payment methods |
| Team | Adding and removing team members and changing their access |
To change someone's access later, flip their View and Manage switches on the Team Members page. Changes save straight away.
Switch between accounts
A team member opens their account menu and picks your business under Switch Account. To go back, they choose Back to my account.
On the Register, it's under Settings›Switch account. Switching reloads the Register as the other account, and anything in an open sale is discarded, so finish or clear sales first. This needs the Manage Settings permission.
Remove a team member
On the Team Members page, click the bin icon next to them and click Remove. They lose access to your account right away. Their own Paybrain account isn't affected.