Sharing & Removing Saved Payment Accounts in Wholesail

When you connect a bank account or credit card in Wholesail, you automatically become the admin of that payment account. As an admin, you can pay invoices, manage who else can pay with that account, and remove the account if needed.

1. Payment Account Admin Overview

If you’re the admin for a payment account, you can:

1. Pay Invoices – Use that bank account or credit card to settle any open invoices in Wholesail.
2. Grant/Remove Pay Access – Allow or revoke a team member’s ability to pay with the account.
3. Delete the Account – Only an admin can remove the payment method from Wholesail entirely.

Note: For security reasons, your vendor’s team can’t change the pay permissions on your behalf.

2. Allowing a Team Member to Use the Account

If you have colleagues who also need to pay invoices from Wholesail, you can grant them access to the payment account. They’ll be able to use that account to pay invoices, but not remove or reassign it unless you give them “Can pay and manage” permission.

1. Login to your Wholesail account by clicking here.

   • Only the person who connected the account (or someone who’s also been given “Can pay and manage” permission) can adjust pay permissions.

2. Go to “Settings” → “Team Members” 

   • This tab shows a list of your teammates who are also using Wholesail.

3. Find the Teammate & Adjust Their Permissions

   • Next to the teammate’s name, select "View details" and select one of the following from the drop-down:
     • Cannot use – They do not have the ability to use this account for payments.
     • Can Pay – They can pay invoices with the account.
     • Can Pay and Manage – They can pay invoices AND manage permissions for that account.

4. Once you select your preferred permission level, it will automatically save.

3. Removing a Saved Payment Account

1. Login to your Wholesail account by clicking here.

   • Only the person who connected the account (or someone who’s also been given “Can pay and manage” permission) can remove the saved payment account.

2. Go to “Settings” → “Payment accounts” 

3. Click "Actions" next to the payment account you would like to remove and click "Remove payment account"
   
   • Please be aware that removing the payment account from Wholesail, any autopay plan using that payment method will be cancelled.

Frequently Asked Questions

Q: How do I become a payment account admin?
A: By adding a new bank account or credit card to Wholesail, you automatically become its admin. You can then decide who else on your team can pay with or manage that account.

Q: What if a teammate connected another payment account?
A: That teammate becomes the default admin for the new account. They’d need to grant you access if you also want to use or manage it.

Q: Can I ask Wholesail Support to update account permissions for me?
A: For security reasons, only an admin (or a user with “Can pay and manage” permission) can edit, remove, or share the account. Wholesail Support and your vendor’s team aren’t able to change these permissions on your behalf.

Q: I only see one admin on our team, but that person no longer works here. How do we fix this?
A: If the sole admin is unavailable to grant permissions, you must re-add the payment method back to Wholesail. Check out our articles on how to Connect Your Bank Account Using Account and Routing Numbers or Connect Your Credit Card.

Need More Help?

• Connecting a Payment Method: Check out our articles on how to Connect Your Bank Account Using Account and Routing Numbers or Connect Your Credit Card.
• Paying Invoices: See How Do I Pay My Vendor in Wholesail?.
• Further Assistance: If you still have questions, contact our support team at [e-mail].