Team Permissions function allows your team to use a unified company account setting, without the need to re-register Reap Collect account; and it is a convenient way to manage and review the transaction records of all salespeople.

Three simple steps to manage your team permission:

  1. Login to your existing Reap Collect account, and add members in "Settings" and set permissions for members.

  2. The invited staff can complete the procedure by merely setting the password

  3. Your invited team members can now use Reap Collect based on their user level (refer to the table below)

    Compare user level permission:

User Levels:

Owner

Admin

Employees

View Only

Suitable for

Biz Owner

Management

Employee

Accountant

View all transactions

Yes

Yes

Yes

Yes

Create & Send collection link

Yes

Yes

Yes

No

Change account settings (e.g. language, password)

Yes

Yes

Yes

Yes

Change business settings (e.g. business details, handling fee allocation)

Yes

Yes

No

No

Full functionality available

Yes

No

No

No

View Balance

Yes

Yes

No

Yes

Assign Roles

Yes

Yes

No

No

Invite team member

Yes

Yes

No

No

User levels:
Owner / Admins - those who need full access

Employees - those that need to collect money for the company and look after their own transactions

View only - accountants that need to just see transaction records

*This function only applies for Reap Collect user accounts

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