https://www.youtube.com/watch?v=UXH2bhrwIyI
Want to give your business manager, agent, accountant, or anyone else access to your sales data and royalty statements? No problem! We've made it super easy for you to set them up with their own account. Here's how:
- Head over to Payee Settings and click on the Team tab
- Add the new team member's email address
- Choose their access level and role (don't worry, we'll help you figure this out later in this article!)
- Click the Add Member button
Your new team member will get an email notification letting them know they've been added to your account. It's that simple!
Add User.mp4
Not sure what access level they should have? Let’s take a closer look at each one.
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Admin - This role can do anything. An admin can change the name, phone number, email, bank or tax information for a payee account and manage additional users. This access should only be given to somebody that you trust, as they will have full control over your account.
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Editor - This role can view and edit all the information in your account, similar to an Admin, but they cannot manage additional users. This role should also only be given to someone that you trust, as they will be able to change the phone number, email, bank and tax information in your account.
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Viewer - A user with Viewer permission is not allowed to change any of the information in your account, they can only view your sales data and royalty statements but they will not be able to see your bank or tax information or manage additional users.
Not seeing an appropriate role in the menu?
If you need a job title that you’re not seeing in the menu, please reach out to [email protected] so that we can add it!
