🛠️ Setup Instructions
By following these steps, you can restrict a third-party developer to only the Developers section of ClientPay.
Open Settings
Log in to your ClientPay account.
Click your name in the top-right corner.
Select Settings from the dropdown menu.
Add a New User
Look at the Authorized Users list on the right side of the page.
Scroll to the bottom of the list and click the Add Users button.
Configure Permissions
Fields: Complete the name and contact details for your developer.
Abilities: For third-party developers, check only the Developer box.
Account Access: Leave all specific accounts unchecked unless they specifically need access to a test account.
Finalize
Click Save Changes.
The developer will receive an automated welcome email to set their password and log in.
🧪 Working with Test Accounts
If your developer needs to run transaction tests, you may need to provide access to a Test Account.
Existing Test Accounts: You can check these off during Step 3.
Need a New Test Account? If you don't have one set up, contact the support team:
Phone: 855-492-5995
Email: [email protected]