Some clubs operate with just one person in control of their payments, but there are good reasons to have more than one management team member in Payzip. You can:
- share the load of creating and chasing-up invoices
- cross-check information ready for end-of-year processes, like account auditing
- take over if you're on holiday or otherwise unavailable
Adding an additional team member is more straightforward than creating a club. We don't need to perform an ID check and you're in control of what they can do in Payzip. Start by going to the
Settingssidebar menu option, and then clicking
You'll see the existing team here. If this is the first time you've done this, only your details will be shown, with the role of
Invite managerto bring a new person on board.
Type in their email address and click
Invite manager. They'll be sent an email to create a Payzip account. Once they do, they'll see the club on their dashboard when they log in. If they're already a Payzip user, we'll add your club to their account when they click the link in the email.
They'll be shown as an email address until they create their Payzip account or click the email link to join your club.
Once they've done that, we'll put their name in as well. You can also
Resendan invite from here, or
Removethe invite, which is useful if you've sent it to the wrong email address by mistake.
Finally, you can remove someone from the management team by clicking
Removenext to their name.
We'll ask if you're sure you want to do this, then their account will become inactive and you won't see it listed on the management team in Team Settings. If this is the only club they're a part of, we'll revert their Payzip account to being a member dashboard account.