How to add a new user to a Stripe account?

How to Add a New User to a Stripe Account

 

Step 1: Prerequisites

 

Before you begin, ensure you have:

• Admin access to your Stripe account
• The email address of the person you want to add
• A clear understanding of what permissions they'll need

 

Step 2: Log into your Stripe Dashboard

 

Open your browser and navigate to the Stripe dashboard:

https://dashboard.stripe.com/

Log in using your credentials.

 

Step 3: Navigate to the Team Management Section

 

Once logged in:

• Click on the "Settings" icon in the left sidebar
• Select "Team" from the dropdown menu

This will take you to the team management page where you can view existing team members and add new ones.

 

Step 4: Invite a New Team Member

 

Click the "Invite" button, which is typically located in the top-right corner of the Team page.

 

Step 5: Enter the User's Information

 

In the invitation modal that appears:

• Enter the email address of the person you want to invite
• Select their access level (Administrator, Analyst, or Developer)
• Customize their specific permissions based on their role

 

Step 6: Set Appropriate Permissions

 

Depending on the user's role, you can set granular permissions:

• Administrator: Full access to the dashboard and account settings
• Developer: Access to API keys, webhooks, and technical features
• Analyst: View-only access to specific sections

You can also customize access to specific resources like:

• Payments
• Customers
• Products
• Billing
• Connect
• Settings

 

Step 7: Send the Invitation

 

After configuring permissions, click the "Invite" button at the bottom of the modal to send the invitation.

 

Step 8: Programmatically Add a User (API Alternative)

 

If you prefer to add users programmatically using the Stripe API, you can use the following code examples:

Using Node.js:

const stripe = require('stripe')('sk_test_your_secret_key');

async function addNewUser() {
  try {
    const person = await stripe.accounts.createPerson(
      'acct\_123456789', // The account ID
      {
        email: '[email protected]',
        first\_name: 'John',
        last\_name: 'Doe',
        relationship: {
          representative: true,
          title: 'CEO',
          owner: true,
          percent\_ownership: 80,
        },
      }
    );
    console.log('Person created:', person.id);
    return person;
  } catch (error) {
    console.error('Error creating person:', error);
    throw error;
  }
}

addNewUser();

Using Python:

import stripe
stripe.api_key = "sk_test_your_secret\_key"

try:
    person = stripe.Account.create\_person(
        "acct\_123456789",  # The account ID
        email="[email protected]",
        first\_name="John",
        last\_name="Doe",
        relationship={
            "representative": True,
            "title": "CEO",
            "owner": True,
            "percent\_ownership": 80,
        },
    )
    print(f"Person created: {person.id}")
except stripe.error.StripeError as e:
    print(f"Error creating person: {e}")

Using cURL:

curl https://api.stripe.com/v1/accounts/acct\_123456789/persons \\
  -u sk_test_your_secret_key: \\
  -d email="[email protected]" \\
  -d first\_name="John" \\
  -d last\_name="Doe" \\
  -d "relationship[representative]"=true \\
  -d "relationship[title]"=CEO \\
  -d "relationship[owner]"=true \\
  -d "relationship[percent\_ownership]"=80

 

Step 9: The User Accepts the Invitation

 

After sending the invitation:

• The user will receive an email invitation from Stripe
• They must click the link in the email to accept the invitation
• If they don't already have a Stripe account, they'll need to create one
• If they already have a Stripe account, they can use existing credentials

 

Step 10: Verify User Access

 

Once the user has accepted the invitation:

• Return to the Team page in your Stripe dashboard
• Verify that the user appears in your team list
• Check that they have the correct permissions assigned

 

Step 11: Modify User Permissions (If Needed)

 

If you need to adjust a user's permissions after they've been added:

• Go to the Team page in the Stripe dashboard
• Find the user in the list
• Click on the three-dot menu next to their name
• Select "Edit permissions"
• Make the necessary changes
• Click "Save" to apply the new permissions

 

Step 12: Set Up Two-Factor Authentication (Recommended)

 

For enhanced security, encourage your team members to set up two-factor authentication:

• Each user should go to their Profile settings
• Select the "Security" tab
• Enable two-factor authentication
• Follow the prompts to complete the setup

 

Additional Notes:

 

• If you're using Stripe Connect and need to add users to connected accounts, the process may differ slightly
• Regularly audit your team members and their permissions for security best practices
• Remember that each team member counts toward your Stripe billing if you're on a paid plan