Add and Manage Linked Accounts
From the Dashboard, create a linked account and provide the bank account details:1
Step 1
Click Accounts tab, and then click + Add Account.
2
Step 2
Enter Account Name, Account Email and Account Code.
3
Step 3
If you want to enable the Dashboard access for the linked account, turn on the toggle bar.
4
Step 4
If you want to allow the customer refunds for the linked account, turn on the toggle bar.
Handy TipsYou must add Email ID to enable Dashboard access and customer refunds for the linked account.
- Click Add.
Dashboard Access
Once logged in, linked accounts can invite other team members to manage their account. Also, they can perform other actions such as processing refunds. Know more about Linked Account Dashboard.Handy Tips
- While you can create a linked account without adding their email, you cannot grant them Dashboard access. The access can be granted or provided only after you add the email address of the linked account.
- You cannot access the linked account Dashboard unless they add you as a team member from their linked account Dashboard.