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Adding Users to Your Account

The Plastiq Team
  • Updated

Plastiq's My Team feature lets you add multiple users to a single, shared Plastiq account. Adding a user will grant that individual access to your account, allowing them to submit or manage payments on behalf of your organization. 

The sections below describe how to create an organization in your Plastiq account and set permissions for the users you've invited to join.

Add a User

  • To create an organization, you'll need to add your first user. You can find the My Team setting in your account's Settings section. Click the + icon in the space labeled Users.

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  • You will then be prompted to provide an email address for this member of your organization. You can add up to five users at this time. Once you've provided the user email(s), click Send.

    Note- The email address you provide will be a key piece of this user's login information. In order to sign in, they'll need to provide that email address and a password (which they'll create later). Please confirm with this other party that this an accurate email address.  

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  • You've successfully invited users to join your organization! Your invitees can now click the link in the email they received so they can create their user profile. The invite will expire after 7 days.

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  • Invitees will now appear under Users with a Pending status. This status will be removed once they've accepted the invitation and completed the sign-up steps. 

    If an invitee fails to respond within 7 days, this status will change to Expired. Once an invite has expired, it's no longer active and you'll need to resend it if that user still requires access to your account. 

    Click the option menu icon (...) on a Pending or Expired user listing to resend the invite or cancel it.  

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User Roles

Currently, organizations include two user roles- Owner and Admin. When you enable this feature and add users to your account, you are automatically assigned the Owner role.

After you've added a user to your organization, that user can be assigned the role of Admin. This status grants the user full access to the organization's Plastiq account, allowing them to submit and schedule payments, edit payment method information, and send invites to new users.

User Role Permissions
Owner Admin

-Invite users to join the organization

-Resend and cancel invitations to users

-Submit payments

-Manage payment methods

-Export payment history

-Adjust account security settings

-Deactivate all user accounts

-Invite users to join the organization

-Resend and cancel invitations to users

-Submit payments

-Manage payment methods

-Export payment history

-Adjust account security settings

-Deactivate most user accounts (can't disable Owner account access)

 

Deactivating a User

If you need to remove a user's account access, you can deactivate that user by clicking the option menu icon (...) on their listing and selecting Deactivate User. 

 

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