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Adding & Removing Users

Managing users in Collect Accounts allows you to control who has access to your payment processing system and what they can do.

Collect Admin vs Stripe admin

Although some Collect Admin users may also be Stripe Administrators, the two are separate. Adding a Collect Admin in no way creates, alters, or otherwise connects directly to a Stripe User and that Stripe user's access directly to the Stripe Dashboard or APIs.

Adding a New User​

To add a new user to your Collect Account:

  1. Navigate to the Dashboard
  2. Go to Account & Users in the navigation menu
  3. Click "Add User"
  4. Enter the user's name and email address
  5. Select the user's role:
    • Admin: Full access to all features and settings
    • User: Can have permissions specifically set (customizable access), which apply both to the web dashboard and mobile app.
  6. Click "Create User"

The user list will reload and you should see the new user listed. Tap his or her name or the person icon to view details or configure permissions.

Please Note: If creating a User role, all permissions will default to off. This is standard best security practice. Don't forget to view the user and configure desired permissions.

The user will receive an invitation email and can set up their password to access the system.

Admin Role​

Users with the Admin role have:

  • NO new Stripe dashboard permissions - Collect Accounts are entirely separate from Stripe Dashboard User accounts, and one cannot be used to sign into the other, even if you use the same email address.
  • Full access to all Collect features and settings
  • Full access to the mobile app including transactions, Stripe Customer management, Product management etc.
  • Ability to manage other users
  • Ability to modify Collect account settings
  • Ability to see login activity
  • No permission restrictions
Tip

Use the Admin role for: Business owners, managers who manage other users, or otherwise trusted team members who need unrestricted access to Collect.

User Role​

Users with the User role:

  • Always sign into the app using Sign In with a Collect Account
  • Have highly customizable permissions
  • Can be edited (including permissions) by an Admin at any time
  • Can be revoked at any time

Use User role for: Staff members, cashiers, or team members who need limited access based on their responsibilities.

After creating a User role, you can assign specific permissions to control exactly what they can access.

Removing a User​

To remove a user from your Collect Account:

  1. Navigate to the Dashboard
  2. Go to Account & Users and select Collect Users
  3. Find the user you want to remove
  4. Click the "Delete" (trash bin) icon next to their name
  5. Confirm the removal

Note: Removing a user will immediately revoke their access. He or she will no longer be able to sign in to the mobile app or dashboard.

Managing Existing Users​

To modify an existing user:

  1. Navigate to the Dashboard
  2. Go to Account & Users
  3. Find the user you want to modify
  4. Click on their name or the "Edit" button
  5. You can:
    • Change their role (Admin ↔ User)
    • Modify their permissions (if User role)
    • Update their email address
    • Reset their password

Best Practices​

  • Start with User role: When in doubt, create users with the User role and grant specific permissions rather than giving everyone Admin access
  • Regular audits: Periodically review your user list to ensure only active team members have access
  • Permission principle: Grant users only the permissions they need for their role
  • Document access: Keep track of who has access and why, especially for Admin roles