Monthly Archives: November 2018

How to Add a User to Your PayPal Account & Control Privileges

Monday, November 19th, 2018

setting up a new user image

If you’re thinking of using our order taking service, don’t be concerned about payment processing. We don’t act as a middle-man when it comes to payment, we work directly with your own payment portal such as PayPal so the money goes directly to you. There’s also no need to be concerned about safety, you can set us up as a user with restricted access – we’ll only be able to put money in, not take it out, and we wont be able to see sensitive information linked to your account.

Here’s how to make it all happen…

Add us as a new user on PayPal:

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. So adding us doesn’t compromise any existing users on your account or any users you might need to add in the future.

Here are examples of the privileges available to assign to users:

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.

Retailers: 4 Ways CSnotepad Can Support You & Your Increased Call Volume This Christmas

Tuesday, November 13th, 2018

christmas gifts

CSnotepad can support you with your increased call volume during the Christmas buying frenzy!

Increased buying during the Christmas period can really see your business soar – but only if you’re prepared.

Don’t let your potential customers reach an engaged tone when trying to place an order or enquiring about one of your products. Christmas shopping really can be stressful, and your customers are looking for an easy and fast buying experience, otherwise they’ll simply turn to one of your competitors. Christmas is definitely not a time to be relying on customer loyalty or your past customer service reputation – it’s the service you offer now that really matters when looking to maximise on Christmas sales.

Prepare your business with the help of CSnotepad.

4 Ways We’ll Support Your Business This Christmas…

1. Free up your time so that you can focus on the areas of your business that really need you…
Don’t be distracted by the ringing phone. We’ll have a small team of customer service advisors trained on your business, answering your calls as though members of your own inhouse team so that you and your team can focus on other aspects of your business – whether that be packaging, despatching, website orders or managing sales within a physical store.

2. Boost sales with helpful and up-to-date information…
Your team at CSnotepad can deal with your general enquiries; we can equip our customer service advisors with answers to your most frequently asked questions. Ensuring that your potential customers receive all the information they need to complete their purchase with you. We can even chase up orders, stock levels or delivery statuses directly with your suppliers or distributors, and relay this information to your callers without troubling you for information.

3. Take orders and process payments…
It’s great to be able to offer your customers the option of placing their order by phone. But don’t worry, this doesn’t create additional work for you, we can take orders and process payments using your own online payment portal. We’ll guide you through setting us up as a user with limited rights, so we’ll only ever be able to put money in, not take it out, and we wont be able to access sensitive information!

4. Boost your customer service…
You don’t just have one line allocated to you, we’re here and able to handle multiple incoming calls for your business all at the same time. Your callers wont be left waiting in a queue, or met with an engaged tone, they’ll reach one of your friendly CSnotepad team who’ll greet them with your own professional business greeting. Your callers will never realise that they haven’t reached your business directly.

Whether you expect 5 calls or 500 calls a day in the build up to Christmas, we really can tailor our service to meet your needs. Call CSnotepad today on 01273 741400 to discuss how we can help you to maximise your Christmas telephone sales, never miss an enquiry, and offer you a reassuring safety net during your busiest times.

Whether you expect 5 calls or 500 calls a day, your needs can be met and adjusted, giving you the confidence to know that your business wont miss out as Christmas approaches.

Call csnotepad today on 01273 741400 to discuss how we can help you to maximise your Christmas telephone sales, never miss an enquiry, and offer you a reassuring safety net during your busiest times.

Recent Posts


Good News Surveyors – Announcement on Fire Safety Hopes to Bring Common-Sense back to Market & Save Flat-owners from Unsaleable Cladding Nightmares

How to Effectively Use Social Media Hashtags – Tips for Marketing Drives

Private Teachers, Tutors and Course Providers – 3 Top Tips for Your January Marketing Push

Get Your E-Shop January Sale Ready in 6 Simple Steps!

£50 for You and £50 for Them – Every Time You Refer a Friend to CSnotepad


Blog topics




Call 01273 741400 or email
Opening Hours *Telephone answering is available for customers 24/7
  • Monday 8:30am - 6:00pm
  • Tuesday 8:30am - 6:00pm
  • Wednesday 8:30am - 6:00pm
  • Thursday 8:30am - 6:00pm
  • Friday 8:30am - 6:00pm
  • Saturday 9:00am - 5:00pm
  • CSnotepad
  • Gemini House
  • 136-140 Old Shoreham Road
  • Brighton
  • East Sussex
  • BN3 7BD