How to Add a User to Your Paypal Business Account & Control Their Access

Tuesday, November 21st, 2017

paypal cart image

If you’re thinking of using our order taking service, you may be a little apprehensive about how we process payments via your business PayPal account, how secure your sensitive information is and how to limit what we can access.

With our order taking service, our priority is taking your customer orders and processing each payment securely. To achieve this we recommend that you make us an additional user of your PayPal account. Don’t worry, we will only have the ability to put money in not out, and you have full control over the information we see.

This blog takes you step by step through how to add a new user to your PayPal account.

As the primary holder of your PayPal account you automatically have full access to all areas and functions of your account, but this doesn’t have to be the case for any additional users you give access to. Controlling what a new user can see and do is called ‘account privileges’ and includes the ability to:

Edit your profile
View your account balance
Send payments
Make refunds
Withdraw funds
Cancel payments
Discuss the account with customer services

Your users can be given permission to access all of these privileges or none of them. Their access is fully manageable and can be adjusted at any time.

How to add a new user:

1) Log in to your PayPal account.

2) Click on your business profile and select ‘Profile & Settings’

3) Choose ‘My Settings’

4) Click ‘Get Started’ next to “Manage Users” ( please note – only the primary holder can access this, your additional users cannot add new users)

5) Click ‘Add Users’ (please note – you may be asked to enter your account or credit card number to verify your identity)

6) Enter the name of the user you’d like to add then create them a username and password

7) Click which account privileges you’d like your new user to have – click save.

Give the username and password that you created to us. These are the only details that we’ll need to sign into your PayPal account. We won’t be logging in as you, and rest assured that you’re still able to access your PayPal account even when we’re processing payments for you.

You can add up to 200 separate users, all with their own selection of user privileges in line with their role and responsibilities within your business.


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