How to add Team members like Sales, Manager, or Admin to the Payfunnels account?

You can now add your Team members to your Payfunnels account with limited or full access. This feature is available on our Pro Max plan ( $ 49/ month).

• To add a Team member, click on 'Teams' under the Account section in Payfunnels. Check roles and permissions by clicking on 'View roles' before adding a team member. Below is the screenshot.

Role permissions: This shows the details of the access a particular team person can have on your account.

• Click on the 'Add' button once you decide the options you want to give to your team member. Below is the screenshot.

• Now enter the Name and the Email, set Password and select the role and click 'Add'. Let's choose Admin in this example. Below is the screenshot.
• You can select 'Password Change Required' option if you want your team member to set their own password at login.

• Now, share the credentials to the person you would like to share access and he/she can easily login to the member account. Here is the login link: https://app.payfunnels.com/login
• You can follow the same procedure to add a Manager or Salesperson to your Payfunnels account.

Please email us at support@payfunnels.com if you have any questions or need further help.