We are glad to present our updated multiuser system! In this article we will explain how exactly does it work.
What is a multiuser?
Multiuser is a feature that allows your team members to have limited access to your account and different features. All you have to do - is invite your team member via your profile and select access level for features.
How to invite your team member
It's very simple - in this section hit the button "Add user", enter email of your team member, fill "Role" and press "Continue". Your team member should already have a NowPayments account - otherwise you can't invite your collegue.
How to enter shared account:
After your team member accept invitation and log-in in his account, he will see a few options:
- My account - your team member own account
- Shared account ( if he have a few invites, but basically - only one )
Take a look on example below:
To enter your account he should choose 2nd option - name on screenshot is just a placeholder. If you've already set company name in your settings - this name will be displayed.
*Please note that if you're an invited member, you need to add a payout wallet and generate an API key on your own account before proceeding with entering the shared account.
Multiuser settings menu
Here you can find available options and description for each of them:
Feature Descriptions
| Feature | Description |
|---|---|
| Invoices | Display list of invoices and their creation. |
| Payments and stats | Show list of payments and their creation; display graphs and turnover in the dashboard. |
| API Keys | Display the list of API keys and their creation/deletion. |
| Balances | Show custody and mass payouts tabs. |
| Profile | Display master information (email, etc.) and allow changes. |
| Payout Wallets | Display list of wallets and allow changes/creation/deletion. |
| Donation Link | Show the list of donations and settings for this feature. |
| Coins Settings | Show enabled coins and allow enabling/disabling them. |
| Referral Program | Allow viewing the referral link and making affiliate withdrawals. |
| Team Roles | Display all team members and their roles, with the ability to change them. |
| Conversions | Allow viewing and creating conversions. |
| IPN | Allow viewing and modifying webhook settings. |
| Actions | Allow viewing possible actions on payments (push/refund) and performing them. |
In the second part of this article you will find statuses and behaviour for each section of your account.
List of statuses for different options
Disabled Status (All accesses for sub-users are disabled)
| Section | Behaviour |
|---|---|
| Master email (bottom-left) | Not displayed; placeholder: "Access granted for team members." |
| Custody balance (top panel) | - Not displayed. |
| Dashboard | Warning: "You do not have the Statistics permission to view this section. Please contact your account owner for access." |
| Payments History | Warning: "You do not have the Payments permission to view this section. Please contact your account owner for access." |
| Payment Tools | Warning: "You do not have the Invoice permission to view this section. Please contact your account owner for access." |
| Donations | Warning: "You do not have the Donation Link permission to view this section. Please contact your account owner for access." |
| Subscriptions | - Tab is not visible for multi-users. |
| POS Terminal Link | - Tab is not visible for multi-users. |
| Customers | - Tab is not visible for multi-users. |
| Custody | Warning: "You do not have the Balances permission to view this section. Please contact your account owner for access." |
| Mass Payouts | Warning: "You do not have the Balances permission to view this section. Please contact your account owner for access." |
| Whitelist addresses | Tab is not visible for multi-users. |
| Affiliate Program | Placeholder: "You do not have the [Referral Program] permission to view this section. Please contact your account owner for access." |
| Payments Settings | - Payout wallets: Warning: "You do not have the permission to view this section. Please contact your account owner for access." - API keys: Warning: "You do not have the permission to view this section. Please contact your account owner for access." - IP addresses: Tab is not visible for multi-users. - Payment details: Warning: "You do not have the permission to view this section. Please contact your account owner for access." - Instant payment notifications: Warning: "You do not have the permission to view this section. Please contact your account owner for access." |
| Account Settings | - My team: Warning: "You do not have the permission to view this section. Please contact your account owner for access." - Profile info: Warning: "You do not have the permission to view this section. Please contact your account owner for access." - Password: Tab is not visible for multi-users. - 2FA: Tab is not visible for multi-users. |
| Coins | Warning: "You do not have the Coins Settings permission to view this section. Please contact your account owner for access." |
| Fiat operations | Not affected by permission changes. |
View-Only Status (All permissions set to view-only for sub-users)
| Section | Behaviour |
|---|---|
| Custody balance (top panel) |
- Master's balance is visible. - Mass Payout button is available (redirects to Mass Payout page). |
| Dashboard | All master's statistics are visible (balance, turnover, statistics), along with a list of recent payments. |
| Payments History |
- Full list of payments is visible. - Any filters can be applied. - Payment details can be viewed. - Actions are visible but cannot be used. |
| Payment Tools |
- Full list of invoices is visible, including invoice details (including widgets). - No "Create payment link" or "Set Customer info" buttons. |
| Donations |
- Full list of donations is visible. - Filters can be applied. - Donation details can be viewed. - Donations can be created (API key can be selected). - No "Save changes" button in Donor Settings (changes cannot be saved). |
| Subscriptions | - Tab is not visible for multi-users. |
| POS Terminal Link | - Tab is not visible for multi-users. |
| Customers | - Tab is not visible for multi-users. |
| Custody |
- Full list of coin balances is visible. - Crypto payouts and Conversions lists are visible (Fiat payouts and Deposits are hidden for multi-users as they do not work). - Filters can be applied. - Top-up, Withdraw, and Convert buttons are inactive (hovering shows text indicating required permissions). |
| Mass Payouts |
- List of payouts is visible. - Filters can be applied. - No button to create payouts (manually or via CSV). |
| Whitelist addresses | - Tab is not visible for multi-users. |
| Affiliate Program |
- All affiliate statistics are visible; - No "Request payout" button. |
| Payments Settings | - Payout wallets: List of wallets is visible (including main wallet); no ⋮ menu (cannot edit/delete/set as main wallet); no "Add new wallet" button. - API keys: List of API keys is visible; no ⋮ menu (cannot edit/delete API keys); no "Add new API key" button. - IP addresses: Not visible for multi-users. - Payment details: Only "Preferred currencies" section is visible; coins cannot be selected. - Instant payment notifications: All IPN settings are visible; no "Regenerate" button for secret IPN key; no button to save new webhook (cannot be changed); in "Set up recurring notifications," parameters cannot be changed; in "Choose webhook format," selected option flashes red when attempting to change. |
| Account Settings |
- My team: List of all sub-users is visible; - No ⋮ menu (cannot edit/delete sub-users). |
| Coins |
- List of connected coins is visible. - Coins can't be enabled/disabled. |
| Fiat operations | Not affected by permission changes. |
Edit Status (Sub-users have full edit access)
| Section | Behaviour |
|---|---|
| Custody balance (top panel) |
- Master's balance is visible. - Mass Payout button is available (redirects to Mass Payout page). - Conversions button is available (redirects to Custody page for creating conversions). |
| Dashboard | All master's statistics are visible (balance, turnover, statistics), along with a list of recent payments. |
| Payments History |
- Full list of payments is visible. - Any filters can be applied. - Payment details can be viewed. - Actions are visible. - Push/refund can be performed. |
| Payment Tools |
- Full list of invoices is visible, including invoice details (including widgets). - "Create payment link" and "Set Customer info" buttons are available. |
| Donations |
- Full list of donations is visible. - Filters can be applied; donation details can be viewed. - Donations can be created (API key can be selected). - "Save changes" button is available in Donor Settings. |
| Subscriptions | - Tab is not visible for multi-users. |
| POS Terminal Link | - Tab is not visible for multi-users. |
| Customers | - Tab is not visible for multi-users. |
| Custody |
- Full list of coin balances is visible. - Crypto payouts and Conversions lists are visible (Fiat payouts and Deposits are hidden for multi-users). - Filters can be applied. - Top-up, Withdraw, and Convert buttons are active. |
| Mass Payouts |
- List of payouts is visible; - Filters can be applied. - Payouts can be created manually or via CSV. |
| Whitelist addresses | - Tab is not visible for multi-users. |
| Affiliate Program |
- All affiliate statistics are visible. - "Request payout" button is available. |
| Payments Settings | - Payout wallets: List of wallets is visible (including main wallet); ⋮ menu is available (can edit/delete/set as main wallet); "Add new wallet" button is available. - API keys: List of API keys is visible; ⋮ menu is available (can edit/delete API keys); "Add new API key" button is available. - IP addresses: Not visible for multi-users. - Payment details: Only "Preferred currencies" section is visible; coins can be selected. - Instant payment notifications: All IPN settings are visible; "Regenerate" button for secret IPN key is available; button to save new webhook is available; in "Set up recurring notifications," parameters can be changed; parameters in "Choose webhook format" can be changed. |
| Account Settings |
- My team: List of all sub-users is visible; - ⋮ menu is available (can edit/delete sub-users and change their permissions). |
| Coins |
- List of coins is visible. - Coins can be enabled/disabled. |
| Fiat operations | Not affected by permission changes. |