Prerequisites
Before you begin, ensure you have:
- Administrator access to your Stripe account.
- Your unique Stripe login credentials.
Step-by-Step Instructions
1. Log In to Stripe
- Visit the Stripe Dashboard and log in.
2. Navigate to Team Settings
-
Click on the gear icon (⚙️) in the top-right corner to access Settings.
Under Business Settings, select Team.
3. Add a New Team Member
- Click on + New Member.
4. Enter Agile’s Contact Details
-
In the Email address field, enter:
admin+YOURCOMPANY@agilebk.com
🔁 Replace YOURCOMPANY with your business name or a unique identifier.
Example: If your company is “Beacon Consulting,” use:
admin+beacon@agilebk.com
5. Assign a Role
Assign Agile with admin permissions.
⚠️ Note: Agile will only use access to view and manage financial data strictly for bookkeeping and advisory purposes.
We do not share, sell, or otherwise disclose any client data with third parties, and we never use your account to initiate transactions or make changes outside the scope of agreed-upon services.
6. Send the Invitation
- Click Invite to send an invitation to Agile.
Agile will receive an email with instructions to accept the invitation and set up their access.