Share wallet access in B2BINPAY securely with user permissions, access levels, and collaborative wallet management best practices
You can grant access to your Enterprise and Merchant wallets to other members of your team.
Only users with the Owner role can grant access to wallets.
To grant access, you need to add a new user and assign them a user role. Access can be managed either centrally from your profile menu, where you can see a list of all users and the wallets they have access to, or from the wallet details, where you can see the users who have access to that specific wallet.
This article is focused on adding users. If you need to revoke access, refer to How to restrict access to your wallet. If you need to adjust user roles, refer to How to manage user roles.
To grant access:
Click your profile icon in the upper right page corner and select Access list.
On the Staff tab, click Add new user.
From the dropdown, select a wallet to which you want to share access.
Enter the email address of a user to whom you want to grant access.
Click Add.
A new user will be added to the Staff tab.
By default, users are assigned the Read only role. See How to manage user roles for step-by-step instructions on how to change it.
To grant access:
Click your profile icon in the upper right page corner and select Access list.
On the Staff tab, select a user to whom you want to grant access.
Click Add wallet access.
From the Wallet dropdown, select a wallet to which you want to share access.
From the Role dropdown, select a role that you want to assign.
You can change the role anytime.
Refer to User roles for more details.
Click Add.
The user now have access to the wallet according to the assigned role.
To grant access:
Go to Wallet management > Wallets.
Select a wallet to which you want to share access and click the gear icon to navigate to wallet details.
On the Access rights tab, click Invite user.
In the Invite new user popup, enter the email address of a user to whom you want to grant access and select a user role.
You can change the role anytime.
Refer to User roles for more details.
Click Confirm to invite the user.
The user will receive an email invitation with a link to activate access to the wallet.
You can revoke access anytime in the wallet settings by deleting the user from the access list.
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