For agencies, growing e-commerce merchants, and large-scale operations, managing finances and payment analytics is rarely a one-person job. You need to onboard accountants, developers, and operational staff without compromising security or sharing sensitive login credentials.
That’s why we’re thrilled to announce the most requested feature for our enterprise payments platform: ConvesioPay now supports Team Accounts!
You can now easily invite and manage team members within the ConvesioPay Console, ensuring your business operations are seamless, secure, and scalable.
Seamless Payments. Limitless Possibilities.
ConvesioPay is more than just a payment processor; it’s an enterprise platform designed to boost revenue, reduce risk, and integrate perfectly with your comprehensive commerce strategy. The new Team Accounts feature is a massive leap forward in making this platform accessible and collaborative for your entire organization.
As a growing business, you can now:
- Delegate Responsibilities: Grant specific team members access to view payments, refunds, and customer data without giving them full account ownership.
- Enhance Security: No more sharing passwords! Each team member gets their own secure login.
- Improve Auditing: Easily track who accessed what, improving transparency and accountability across your finance and operations departments.
How the New Team Accounts Work
The process of inviting and managing team members is straightforward and designed for instant adoption.
1. Invite Your Team Member
Inside the Advanced Settings > Manage Team section of your ConvesioPay Console, you can quickly send an invitation. You simply enter the team member’s email address and assign their role. Roles like Admin provide broad access to manage and view almost everything, while roles like Super Admin or Account Owner retain higher-level permissions (like changing the bank account or deleting the default currency).
2. Confirmation and Validation
Once invited, the team member receives a secure email from ConvesioPay with a link to confirm their email and validate their account. The invitation status remains Pending in your dashboard until they create their secure login.
3. Manage and Monitor
The Manage Team dashboard provides a clear overview of your team, showing which members are Active, Pending, or Inactive. You can manage their permissions and revoke access at any time.
Under the Hood: Improved Platform Reliability
In addition to launching Team Accounts, we’ve made significant infrastructure upgrades behind the scenes to enhance consistency and reliability across the platform:
- Migrated New Account Validation: We have moved the New Account Email Validation and Reset Password process flows from the old Dashboard to the more robust Event Stack.
- Enhanced Consistency: This migration ensures these critical security flows are more consistent and reliable, providing you and your team with a smoother, more dependable experience.
Start Collaborating Securely Today
ConvesioPay is committed to providing the tools high-growth businesses need to succeed. The Team Accounts feature ensures your payment operations can scale at the speed of your business, backed by enterprise-grade security and reliability.
Ready to streamline your operations? Log in to the ConvesioPay Console, navigate to Advanced Settings > Manage Team, and invite your first team member today!
