Setting Up a Payment Account for a Staff Member

If you are an Admin user, you can create additional payment accounts for staff members. This is helpful for businesses that do not handle payments for independent contractors or booth renters.

With this setup, staff members can have their own payment accounts and payment processors. Any checkout with the assigned staff member will automatically direct payment to that staff member's payment account.

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Creating a payment account for a staff member

To create a payment account for a staff member, open the Settings app and select Payments & Checkout > Payment Accounts.

Select Create new payment account.

Select the staff member(s) who will use this payment account. Select Continue.

Enter a name for the payment account. If only one staff member is selected, the system will automatically use the staff member's name.

Select Create to create the payment account.

Once the payment account is created, the staff member will need to sign up for the payment account.