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.

Add a team member to Stripe:

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”

4. Click the “+ New member” button

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.

You have the option of five different user roles when adding a team member to your account.

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. This role is only available if you use Connect with Express or Custom accounts, and if a user with the administrator role has configured the tax form default settings for 1099 tax reporting.
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.