Adding a new staff member to Payreq Delivery? Here’s how to get them set up and productive quickly.
Step 1: Invite them to your Payreq Delivery account
Go to Settings > Account Permissions
Click the plus (+) icon
Enter their name and email
Assign permission levels for Contacts, Registrations, Mail, and Settings
Click “Invite”
They’ll receive an email with setup instructions.
More info: How to add or update users in Payreq Delivery
Step 2: Assign Appropriate Permissions
Use the dropdowns in the Permissions tab to assign:
No Access
View
Action
Start with minimal access and scale up as needed.
More info: How to Set or Update User Permissions
Step 3: Share Relevant Help Articles
We recommend sending them links to:
Viewing Reports
Optionally, walk them through a test mail upload or review session.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article