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.


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