We understand that sometimes you may want to give your partner, accountant, or sales team access to your Tap account so that they can log in with their own credentials.
With both goCollect and goSell, in addition to the primary user of the business Tap can also enable separate access to users.
Note: You as a primary user (Super Admin) has a full access about everything
There are two types of separate users that can be created:
Admins
Agents
Find below the difference between the 2 users regarding the types of accesses:
Types of Accesses/ Users | Admin Limited Accesses | Agent Very Limited Accesses |
▸ Change banking info | ❌ | ❌ |
▸ Refunds | ❌ | ❌ |
▸ View all transactions | ✅ | ❌ |
▸ View Statement | ✅ | ❌ |
▸View Settlements | ❌ | ❌ |
▸ Settings Control | ❌ Only Change Password | ❌ Only Change Password |
▸ Sending Bills | ✅ | ✅ |
▸ Any Request to Tap | ❌ | ❌ |
▸ Create Users | ❌ | ❌ |
▸ API Credentials | ❌ | ❌ |
▸ View Refund Status | ✅ | ❌ |
You can easy add any type of the users by following the below video ?
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