When you create your NationBuilder Payments account, you’ll be prompted to enter an email address and mobile phone number used for 2FA log in. Please choose this email address / mobile phone number wisely, as Stripe will use this as the account owner of your NationBuilder Payments account when you need to log into the Stripe Dashboard.
You can add additional team members once the account is created within the Stripe Dashboard! Each team member can use a unique email address and mobile phone number for 2FA log in. Utilizing multiple team members in your Stripe account ensures clear accountability and reduces the risk of unauthorized access, especially in small, rapidly changing teams. It allows team members to have unique credentials, simplifying oversight, tracking actions, and maintaining security as roles shift within the organization.
How to add additional team members in Stripe:
Log into your nation and navigate to Settings > Payment processor > select Edit next to the payment processor you’d like to log into.
Select ‘Manage account’.
Log into the Stripe dashboard using the email address and 2FA mobile number originally used to create the account.
Once logged into the Stripe dashboard, select the person icon in the top right corner.
Under the ‘Account settings’ heading, scroll down to ‘Team members’. Select 'Edit'.
A verification code will be sent to your email inbox. Enter the code.
Select ‘Add team member’. Type the email address you’d like to add, then select ‘Invite’. That person will immediately receive an invitation to create a login to this Stripe account.
Once they click ‘Accept invite’ from their email invitation, they’ll be prompted to enter their own mobile phone number used for 2FA log-in. Then, they'll click ‘Submit’, and enter the 2FA code texted to them.
And that’s it! Now two users have access to the Stripe Dashboard of your NationBuilder Payments account.
Once onboarded, invited users have the same level of access as the account opener and are able to manage all parts of the account tied to the platform in question, including but not limited to tracking earnings, updating payout details, and managing tax forms. You can invite up to 24 additional users via email.