As an administrator, you have full control over who can access your AffiniPay account and what actions they can perform.
Managing Existing Users
To update or remove a team member:
Click your name in the top-right corner and select Settings.
Locate the sub-user and click Edit (to adjust permissions/access) or Delete.
Note: Once a user confirms their email address, an administrator cannot change it. The user must log in and update their own email address manually.
Adding New Users & Setting Permissions
Follow the steps above and click Add User. You can assign specific roles to limit a user's capabilities:
Permission | Capability |
Administrator | Full access to all features and settings. |
Collect Payments | Can process manual payments. |
Recurring Charges | Can create and manage scheduled payments. |
Voids & Refunds | Authorized to cancel transactions or issue money back. |
Reporting & Stats | Access to view reports or monthly statements. |
Developer | Access to API keys and developer tools. |
Transaction Access: You can also toggle "Restrict access to transactions created by this user" to ensure they only see their own activity rather than the entire firm's history.