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
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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.