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.
From the My Business tab, locate the specific user in the Authorized Users list and click the Edit or Delete button next to their name.
Editing: Allows you to adjust their functional abilities or restrict their access to specific accounts.
Deleting: Immediately revokes all access to the platform.
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, found at the end of the Authorized Users list.
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. |
Schedule Recurring Charges | Can create and manage scheduled payments. |
Void Transactions & Issue Refunds | Authorized to cancel transactions or issue money back. |
Tag Transactions | Allows for organizational tagging to help with bookkeeping. |
View Reports | Access to the Reporting section for reconciliation and audits. |
Developer | Access to API keys and developer tools. |
Manage Quick Bills and Invoices | Can create, send, and track Quick Bill links. |
Manage Cards in Vault | Allows the user to securely request, store, view, and charge client payment profiles (credit cards, debit cards, and eChecks) within the Card Vault. |
View Statements | Grants access to the association's monthly financial billing statements. |
Manage PCI Compliance | Grants administrative access to the association's mandatory annual Payment Card Industry (PCI) compliance portal and related data security settings. |
Restricting Transaction Access
At the bottom of the user creation/edit page, you will find Transaction Access settings. This is crucial for privacy and security:
Standard Access: Users can see transactions across the accounts they have permission to view.
Restricted Access: If you select "Restrict access to transactions created by this user," that individual will only see the payments they personally processed. They will be "blind" to transactions handled by other firm members.
Frequently Asked Questions
Can I limit a user to only one bank account?
Yes. During the "Add User" or "Edit" process, you can check or uncheck specific accounts under the "Account Access" section.
What happens if a user forgets their password?
They should use the "Forgot Password" link on the login page. Admins cannot manually set passwords for other users for security reasons.