Team Management

Learn quickly from a video tutorial

In this video, our co-founder explains how to setup and manage multiple users in Bulkpe.

Add Your Colleagues to Bulkpe Account

One-Time Setup - Organisation ID

To get started with team management, you need to create an Organization ID. Follow these steps to create it:

1. Go to Settings in your dashboard -> Open "Team Management"
2. Create Organization ID:Click on the "Create Organization ID" button.Set your organisation ID, it can be a name. This org ID will be further used by your users to log in.Click "Submit" to save.
3. Fill in the required details such as organization name, contact information, and any other necessary details.
4. Click "Submit" to generate your Organization ID.

Find your Organisation ID

Use Access Types

Bulkpe offers different access types to manage your team's permissions effectively. You can assign the following roles to your team members:

Admin

Admin

• Permissions: Full access to all features.
• Capabilities: Can invite new users, manage team settings, access all account details, make payouts, and view transaction history.
• Restrictions: None

Developer

• Permissions: Access to technical settings.
• Capabilities: Can copy API tokens, configure webhooks, and manage integration settings. Developers do not have permission to make payouts.
• Restrictions: Restricted from making payouts from the dashboard, creating contacts, inviting and managing users.
  

Viewer

• Permissions: Limited access.
• Capabilities: Can only view account details, transaction history, and reports. Viewers cannot make payouts or access sensitive settings.
• Restrictions: Restricted from all payment authorising and managing users.

Invite Team Members

Once you have set up Organization ID, you can start inviting team members:

1. Go to the Settings -> "Team Management" tab.
2. Click on the "Add Team Member" button.
   
3. Enter the email address of the team member you want to invite.
   
4. Select the appropriate access type (Admin, Developer, Viewer).
   
5. Click "Add Member"

User acceptance

The invited user will receive an email with an invitation link. The user needs to follow the link and set up a password in Bulkpe Dashboard.

Further, the user needs to take note of the Organisation ID for future login.

For any further queries, please feel free to email us at [email protected]