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How do I manage users on my Business account?

You can use your PayPal Business account to add users to your account, create multiple logins and access levels, and assign specific privileges so your employees can complete tasks for you. This feature lets you give PayPal account access to up to 200 employees, each with a unique login ID and level of authority.

Multiple secondary users may access your PayPal account at the same time as you. Account privileges for secondary users include options to allow them to edit your profile, view your account balance, and contact Customer Service (a maximum of 8 users can discuss the account with Customer Service).

Here's how to add a user to your PayPal account:

  1. Hover over your name (top right) and click Account Settings.
  2. Click Update next to "Manage users."
  3. Click Add user.
  4. Enter the required information of the user you're adding, and click Next.
  5. Select which account privileges you want the user to have (such as permission to speak to Customer Service regarding account details), then click Continue.
  6. Click Done. The user will receive an email from PayPal to activate their account and create a password.

Here’s how to add users through PayPal Here:

  1. Tap the menu button in your PayPal Here mobile app.
  2. Tap the Settings option, then select User Management.
  3. Tap Add in the upper right-hand corner.
  4. Create a username and password, and select the permissions you would like the user to have, then tap Done.

Here’s how to edit users or user privileges on your PayPal account:

  1. Hover over your name (top right) and click Account Settings.
  2. Click Update next to "Manage users."
  3. Click View profile under the "Action" column for the user you would like to edit.
  4. Click Permissions on the left.
  5. Click Add Permissions.
  6. Make your changes then click Continue.

Here’s how to remove a secondary user from your PayPal account:

  1. Hover over your name (top right) and click Account Settings.
  2. Click Update next to "Manage users."
  3. Click the checkbox for the user you'd like to delete, and click Delete Users.


Tips:

  • When users log into the app, they'll put their username where it says "Email."
  • If you give your user permissions related to money movement, this user will need to complete verification.
  • For PayPal Here, a user must have the privilege to request money and send invoices. We recommend that you can give the "Process refunds" permission to your users in case a customer requests one.

Instead of changing your secondary user’s password, you can also force a user to update their password the next time they log in. You can do it by going to the Manage Users page, clicking on a user ID, and clicking Send next to "Force password update."

Here's how to change your secondary user password in your Business account:

Hover over your name in the upper right-hand corner and then click Account Settings from the drop-down menu.

  1. Click Update next to "Manage Users."
  2. Click on the User ID.
  3. Click Change next to Password.
  4. Enter a new password and confirm it.
  5. Click Done.

If you would like to allow a secondary user to download and access the reports, you will need to create a user with only reporting permissions.

This permission cannot be combined with any other user permission. If you need someone to be able to run reports and complete other functions within the account, you will need to create two usernames.

Here’s how to add a user who has access to reports:

  1. Click the Settings icon next to "Log out".
  2. Select 'Manage Users' or 'My settings' and click Update next to 'Manage Users.'
  3. Click Add User.
  4. Enter the user’s information.
  5. Select the option for 'Schedule and download Transaction History and run Settlement Report.'
  6. Click Save.
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