Authorised users

Authorised users

In ThePay, you can set up different levels of access rights for authorised users. If you are a sole trader who does everything themselves, there is nothing much to worry about – the only thing you need to do to gain full access to the system is verify your identity. Yet, there might be situations where you need to provide access to ThePay to several people.

ThePay allows you to add or remove users and assign two different levels of access to them. The most basic level of access is “passive” access. Users (authorised users) with passive access can navigate freely through ThePay and view the contents, yet some information is hidden from them. They cannot transfer funds in your accounts and neither can they add bank accounts for payouts – put it simply, they are assigned read-only access. This level of access is ideal for accountants, tax advisors, etc.

Users (authorised users) with active access, on the other hand, are allowed to perform any operations in ThePay. Only users who have fully verified their identity can be assigned active access. Before providing any user with active access to ThePay, be cautious and ask yourself: do they really need full access to the system?

New authorised user

Authorised users can be added or removed easily and seamlessly in the Authorised users tab, by clicking New

Fill out the authorised user's email address and customer ID (to be provided by the authorised user), set the level of access (passive by default) and enter your password to confirm. This process only applies to situations where the user has already signed up for ThePay and been assigned the customer ID. Otherwise, the user must first sign up for ThePay and obtain the customer ID.

Customer ID

Customer ID is required for security reasons, to avoid accidentally assigning access to authorised users who should not have it. Where the user to be assigned access has not yet signed up for ThePay, they should first sign up. Once successfully signed up, the user will find their customer ID in their user profile. The user can access their user profile from homepage, by clicking on their name in the upper-right corner and selecting the option My profile. The value displayed in the My customer ID field is exactly what you are looking for – you should obtain it from the user and enter it in the form along with other required information.

Identity verification

Only users who have verified their identity can be assigned active access to ThePay. This is purely for security reasons – you do not want anyone unknown to gain full access to your account in ThePay. To gain active access, the user must enter in the form their personal details and permanent address in order to verify their identity and make familiar with the Terms of business and Privacy notice. The rules for using ThePay apply to the user as well – by ticking the checkboxes, the user agrees to be bound by them.

The user is then required to upload and submit their identification document, both the front side and the back side, and a picture of themselves holding the identification document. Once we verify the user's identity, the user will be assigned active access. All user's data and documents are safe with us.

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Systems security
Privacy