Once you've set up a lopay account you can invite others to create team accounts and take payments on your behalf. To do this simply follow the steps below:
Open your lopay app and select 'Your Team' near the bottom of the app homepage (circled below). If you cannot see 'Your Team' on the app homepage, please update your app.
2. From here you'll be able send invites to your team members
Please note that the first 5 members are free of charge, for an unlimited team the cost is £19.99 per month - please contact Support via the chat icon in the app to unlock unlimited teams.
3. On the Send invite screen, add your team member's name, email address and set their permission levels by toggling on (right) or off (left) the following options:
Send payment link - If to the right, your team member will be able to create and send payment links to customers
View all team payment links - If to the right, your team member will be able to see payments links sent by other members of the team, both pending and completed payment links
Issue refunds - If to the right, your team member will be able to issue refunds for completed payment transactions
View all team transactions - If to the right, your team member will be able to view transactions of other team members
Full account management - If to the right, your team member will have full control of the merchant account and settings, which includes making changes to the business profile, bank account details, and payout schedule.
4. Once you have set the permissions press 'Send' at the bottom of the screen. An email will then be sent to the team member inviting them to download the lopay app and sign in to their team member account. Once they've done this a notification will show on your lopay app and their name will show on Your Team landing page as shown below
If you require additional hardware for your team members such as card readers and printers, they can be ordered from the lopay Store here.
Please ask team members to check their junk/spam folder if they do not receive the invitation email initially.
Permissions
To change the permissions of a team member at any time, click on their name and you'll see a range of permissions that you can toggle on (right) and off (left) for that individual:
Send payment link - If to the right, your team member will be able to create and send payment links to customers
View all team payment links - If to the right, your team member will be able to see payments links sent by other members of the team, both pending and completed payment links
Issue refunds - If to the right, your team member will be able to issue refunds for completed payment transactions they have taken
View all team transactions - If to the right, your team member will be able to view transactions of other team members
Full account management - If to the right, your team member will have full control of the merchant account and settings, which includes making changes to the business profile, bank account details, and payout schedule.
In addition you have the option to freeze, unfreeze and delete team members. After editing any of the permissions or team settings, please ensure that you click the Update button, to save the changes
