How do I add Botkeeper to 3rd-party merchants?

Methods depend on the vendor. Here are instructions for Paypal, Stripe, Shopify, Chargebee, Recurly, Veem, and Wave.

Paypal

Instructions to add user to Paypal

1. Go to Settings.
2. Click My account settings.
3. In the Manage users section, click Get started or Update.
4. Click Add User.
5. Provide the user's information
6. Name: Firm AI Access
7. Email address: access+partnername@firm.ai
8. Check each account privilege you're giving this user and click Save.

When setting up, click all access as you cannot view accounts without checking Accounting and all under it.

Please capture the username as it doesn't get sent to our email.

Note: Only Business and Premier Paypal accounts can access their monthly statement within the Reports tab, clients might need to upgrade, if not we'll probably have to download transactions into a csv file under the Activities tab.

Stripe.com

Instructions to add us to Stripe.com

1. Log into the Stripe dashboard and navigate to Business Settings.
2. Click Team.
3. Select + New User from the top right.
4. email address: access+partnername@firm.ai
5. Click Send Invitation

Shopify.com

Instructions to add user to Shopify

1. From your Shopify admin, click Settings,
2. Click Plan and permissions or Account(IF they do not have single logon set up).
3. In the Staff section of Permissions, click Add staff.
   1. First Name: Client Name
   2. Last Name: Firm AI Access
   3. Email: access+partnername@firm.ai 
4. Click Create account

Chargebee

Instructions to add a user to Chargebee

1. Click Settings 
2. Click Team Members
3. Click Invite Members
4. Click Provide Full Access option 
5. email: access+partnername@firm.ai

Recurly

Instructions to add a user to Recurly

1. Inside the User Control panel Click Invite User
2. Enter email: access+partnername@firm.ai
3. Select Administrator Access
4. Click Send

Veem

Instructions to add a user to Veem

1. From the main menu, select Users and Roles.
2. Click Add.
3. In the User or group field, enter a name of a user or user group in the DOMAIN\USERNAME format.
4. From the Role list, select Admin.

Wave

Instructions to a add user to Wave

1. Login to Wave on your desktop or laptop computer. Clients cannot add a user from the mobile app.
2. Select Settings from the left hand navigation menu, and then select Users under User Management. 
3. Click Invite an Editor or Invite a Viewer.
4. Enter 
   1. First Name: Client Name
   2. Last Name: Firm AI Access
   3. Email address: access+partnername@firm.ai
5. Select Admin permissions.
6. Click Invite User.

If 2FA Verification is required for your 3rd party application please adhere to the following:

1. Setup with either the following:
   1. Email address: verify@firm.ai 
   2. Phone number  (716) 226-0335
2. Not all applications require an email address, there are times that it only asks for a number to send the code via sms or call