Multiple Partner Dashboards with One Login

We’re making it easier than ever for you to manage multiple Alternative Payments dashboards with one login. Here’s how.

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Alternative Payments' partners can now seamlessly add and oversee multiple dashboards within a single login. This feature allows you to effortlessly switch between accounts, streamlining your accounts receivable process for enhanced efficiency.

1. Go to the “Your Team” section Log into your Alternative Payments dashboard and under the “Your team” section, click on the + icon to add an additional account. Already managing different dashboards? For partners managing multiple associated accounts, all dashboards will be easily listed under “Your team.” To switch between accounts, just click on the specific dashboard you want to review. Any partners previously using different logins to access different dashboards can simply add the same email address to each partner dashboard. Within your Team Preferences, go to Members and then click ‘Invite’ to add the same email address. Once completed, you will be able to effortlessly switch between accounts, ensuring a seamless and efficient experience.

1. Add the new team and fill out all necessary fields Select Register new company

1. Confirm all required company details and click “Continue”

1. Enter in company address, then click “Continue”

1. Enter in your first name, last name, phone number and job title, then click on "Continue"

1. Fill out all required fields for company representative and click "Continue"

1. Fill out all required ownership details and click on "Continue"

1. Add additional stakeholders or select the checkbox to verify all information provided is accurate, then proceed to click on "Continue"

1. Add your bank account details

1. Set up your primary integration

1. You’re all set Contact your dedicated customer success manager or [e-mail] to get your new team account activated. After your new team account is activated, you will be able to toggle in between each one to manage accounts receivables.

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