Managing payment account permissions

When you connect a bank account or credit card to Wholesail (see how here), you become the admin of that payment account. 

As a payment account admin, you may:

1. Use the payment account to pay invoices via Wholesail
2. Grant/revoke permission to use the account to/from colleagues who use Wholesail
3. Remove the payment account from Wholesail (only a payment account admin may remove the account

If you have team members who also use Wholesail, you can manage their ability to use the payment account to pay invoices via Wholesail on the Settings > Team members screen:

What does it mean to be a payment account owner?

As a payment account admin, you may:

1. Use the payment account to pay invoices via Wholesail
2. Grant/revoke permission to use the account to/from colleagues who use Wholesail
3. Remove the payment account from Wholesail (only a payment account admin may remove the account)

Can I allow a team member to use the account, too?

Yes! A person who has "Can pay" permission to a payment account may use the account to pay invoices via Wholesail, but they may not remove the account or manage the account's permissions.

How do I change who can pay invoices?

Access payment account permissions by navigating to Settings > Team members in the Wholesail app. 

By default, only the person who linked the account – the payment account admin – will have "Can pay and manage" permission to the payment account.

1. Sign into Wholesail as the payment account admin (or ask the admin to do so if it's not you)
2. Navigate to "Settings"
3. Select the "Team members" tab
4. Find the team member who you want to be able to pay with the account, and change the pay permission to "Can pay" or "Can pay and manage".
   1. If the team member should only be able to pay invoices with the payment account, select "Can pay"
   2. If the team member should also be able to manage permissions for this payment account, select "Can pay and manage"

Payment account permissions FAQ

How does one become a payment account "admin"?

The person who connects an account is that account's admin (the order in which that person signed up for Wholesail is not a factor). A payment account admin can pay with the account and grant/revoke pay permission to/from other others. 

For security reasons, no one else (including Wholesail's support team or your seller's team) is able to grant pay permission to a payment account.

What happens if one of my team member's connected a payment account?

The person who connects an account is the account admin. If a team member connects a second payment account, only she/he will be able to pay with the account by default. Your team member may allow others to pay by navigating to Settings > Team members.