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How to provide access to Stripe

Learn how to provide access to your Stripe account, so we can set up and maintain your bank feed in Xero.

How do you add a team member to Stripe?

To add a team member to Stripe, log into your Stripe dashboard, navigate to Settings > Team and security > Team, click "+ New member", enter the team member's email address, select their role, and click "Invite". To give the Accountingprose team access, invite yourcompanynameap@accountingprose.com and assign the Administrator role so we can manage your Xero bank feed. Follow the steps below for full details.

1. Log into the Stripe dashboard


2. Open settings by clicking the gear icon in the upper-right-hand corner

 

3. Under “Business Settings” -> “Team and security” click “Team”Stripe Business Settings, Team Settings | Accountingprose

 

4. Click the “+ New member” button

Add A New Team Member to Stripe | Accountingprose

 

 

5. Add the email address of the team member to invite to the Stripe account. yourcompanynameap@accountingprose.com

 

6. Click “Invite” to send the invitation email.

If the team member does not have a Stripe login yet, they will be invited to create one. If they have an existing account, they will be prompted to log in to Stripe and can then switch between accounts.

 

What user roles are available when adding a Stripe team member?

Stripe currently offers six user roles when adding a team member: Administrator, Developer, Analyst, Support Specialist, Tax Analyst, and View only. Role availability and permissions may change — confirm the latest options in your Stripe Dashboard or Stripe documentation. Please assign the Accountingprose team member the Administrator role.

  1. Administrator: The user has access similar to the account owner and can view API keys, change account settings, invite new users, etc. Administrators can’t change the default payout currency, delete the default bank account, or delete or make changes to the account owner. Only owners and administrators can connect the Stripe account to Connect platforms.
    1. Please assign us the administrator role, so that we can manage your Xero bank feed. 
  2. Developer: The user can’t manage team members on your Stripe account, update bank account information, or edit payout settings.
  3. Analyst: The user can’t access any account settings or view API keys. They also can’t make changes to Radar settings.
  4. Support Specialist: The user can’t access any account settings or view API keys. They also can’t view summarized financial reports, aggregate payment information, inspect payouts from Stripe to your bank account, or view and make changes to Stripe Radar settings. They can edit the details of a connected account.
  5. Tax Analyst: The user has full access to features in the Tax Forms view in the Stripe Dashboard and can view, modify, and file tax forms for connected accounts. The user has read-only access to all other Stripe data. Availability of this role depends on your Stripe account configuration — check the Stripe Dashboard or Stripe documentation for current eligibility requirements.
  6. View only: The user has read-only access to all payment information in your account but can’t access any account settings or view API keys. They can’t edit the details of a connected account.