Add A Staff Member To Your Account

1. Navigate to https://merchant.helixpay.com/staff

2. Click "+ Add Staff Member"

3. Enter the staff member's name, email and other details

4. Click the "External ID (Optional)" field to add a staff ID you use in other systems. This ID is persisted in any transaction records that this user may perform and is also delivered via webhooks

5. Select the role that you want this user to have

6. Click the "Custom welcome message" field to add text that is sent in the invitation email

7. Click "Send Invitation"

Create a New Custom Role for staff users

The Helix Pay portal allows an account owner and anyone with staff management permissions to add additional users. These users can have custom roles so that they only have access to parts of the account that you wish. For example to view transactions, but not to set bank details, etc.

1. Navigate to https://merchant.helixpay.com/staff

2. Click "Create Role"

3. Click the "Role Name" field and enter the name for your role

4. Select the permissions that you want this role to have

5. Click "Save". This role can now be assigned to new or existing users