The purpose of this article is to give RoomKeyPMS users access to the Stripe Payments portal. The following steps can be used to add a team member after the Stripe Interface Setup has been completed. You must have an Owner or Manager login to the Stripe portal to complete the following process.
Table of Contents
Please note that Stripe Portal access is not required for daily payment or deposit reconciliation; however it may be required for Managers and/or Accounting Team staff responsible for investigating payment issues, and/or advanced reporting.
Create an Invitation Link
Login to your Stripe Account
- Select your Property
- Click the cog icon and select Settings
- In the Business Settings section, select Team
Select New Member
We strongly recommend that you enable two-step authentication for your team members, this is required to be PCI Compliant.
- Enter the clerk email address
- Multiple emails can be entered at once, however, the same Role(s) selected will apply to all entered.
- Select the type of Role the Team Member should have
- Select the Send Invite button to send an invitation link to the clerk(s)
For more information about ROLES for team members in the Stripe Portal, check out this support article: https://stripe.com/docs/payments/account/teams/roles
Team Member Account Setup
Staff must receive an invitation to join the team via email in order to setup their Stripe Team Member Account. In the invitation email, click the Accept invite button (you will have 10 days to accept the invitation before it expires).
Create your Stripe account login and password information
Once the Account is created, you will sign and be required to setup two-factor authentication.
When 2-Factor Authentication is completed, an emergency backup code will be provided. This should be stored somewhere safe in case it is needed in the future.
The user will now have access to the property's Stripe Portal.
