Now that you've enrolled in Tap to Pay on iPhone, you may have employees that need to take payments too.
There are two ways for you to grant your employees access to Tap to Pay on iPhone technology. Which path you choose will depend on if you want your employees to log in to your online bank account, or if you'd prefer they did not have access to your business banking online.
To add a Sub-User with access to Tap to Pay through Online Banking
Autobooks technology inherits permissions from your financial institution...meaning, any additional users you have accessing your account within online banking will also have access to Autobooks technology (Invoicing, Payment Link, Checkout Pages, and Tap to Pay) once they are established as a sub-user for your online bank account.
- Add your employee as a sub-user for your online bank account through your financial institution. Once this is completed, your employee will gain access to Autobooks tools within online banking.
- Your employee will see invites to download our app in both the Dashboard and Payment Link tools. To begin, click Get the app.
- They will enter their desired password for the Autobooks app. If they'd like to change the email address we've displayed for the login ID, they may do so now.
- Download the Accept Payments by Autobooks app from the App Store, then login using the new credentials.
- Best Practice: Set up FaceID to access the app faster.
To add a Sub-User with access to Tap to Pay through the Autobooks app
You may have employees that need access to Tap to Pay, but shouldn't have access to your online bank account. We have an app for that!
Autobooks has a standalone app that your employees can use to take payments for your business. To read about our app, check out our article here.
To set sub-user access to the Autobooks app:
- Log in to online banking. Click on any of your Autobooks tools.
- Select Settings. If you are logging in from your mobile phone, click the menu option in the upper right corner of the screen.
- Select the Administrator Profiles tab at the top of the screen.
- Click the Invite administrator button.
- Complete the required fields to set up your new user, then click Save.
- Your employee will receive an invitation to set up a password for Autobooks (their email address you used to set them up will be their user ID).
- Once the employee has set up their password, they can download the Accept Payments by Autobooks app from the App Store and login using their new credentials.
- Best Practice: Set up FaceID to access the app even faster.