To add a staff member/admin user to your Trolley account, navigate to: Settings > Team > Team Members. Then, clicking the button "Add Team Member".
You will then be prompted to add the first and last name of the new user, an email address, and assign the permissions based on an appropriate role. Now click on the "Save" button.
Please note: For security reasons, each user should be assigned to a specific individual account and should not share account credentials. Please do not create generic named user accounts. We don't charge any additional fees for users, so there is no need to share logins. It is best security practice to have individual user logins.
The new user will receive an email inviting them to finalize the creation of their account, including password setup. This new team member will then have access to your company's Trolley account.
Roles and Permissions
We support five different user roles, each with unique permissions. In your account under Settings > Team > Role you will see a summary of each role and the permissions each has. Click on the "?" icon to see more details for each.
Sandbox vs Live/Production.
Sandbox accounts are linked to the parent Live account. Team Members in the Live account have Sandbox access, with the same permissions. However, accounts created in the Sandbox Account will not have Live access. Additionally, Team Member emails must be unique across all Trolley merchant accounts (both Sandbox and Live). If a team member is added to the Sandbox account, you will not be able to add them to the Live account unless you delete that team member from Sandbox, or use a different email.