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How to Add a Team Member to Your Stripe Account via Clava
How to Add a Team Member to Your Stripe Account via Clava
Updated over 3 months ago

Note: To add a team member to your Stripe account, you'll need to access the Stripe dashboard directly. Clava provides a convenient way to access this dashboard. Or you can login directly at connect.stripe.com/express_login.

Steps:

  1. Access Stripe Dashboard:

    • Log in to your Clava account.

    • Navigate to Settings -> Payments.

    • Click the button labeled Dashboard.

  2. Verify Your Identity:

    • Enter the SMS code sent to the primary account holder's phone. This is a security measure to protect your account.

  3. Add a New Team Member:

    • Once you're in the Stripe dashboard, go to Settings -> Team.

    • Click on the + New member button.

    • Enter the email address of the person you want to add as a team member.

    • Choose the appropriate role for the new member (e.g., Standard, Full Access).

    • Click Send invite.

That's it! An invitation will be sent to the email address you provided. The new team member will need to accept the invitation and set up their Stripe account to gain access.


Important: For security reasons, it's highly recommended to enable two-factor authentication for all team members. You can do this in the Stripe dashboard under your account settings.


Need more help? If you encounter any issues or have further questions, please refer to Stripe's official support documentation or contact their support team directly. You can also reach out to Clava's support for assistance with accessing the Stripe dashboard.

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