Read-only access, in two minutes
When a deal gets serious, I ask to see the real numbers. You never send me a login or a password. You add me as a read-only user wherever the money shows up, and you can remove me with one click whenever you want.
Send the invite to
thomas@meetthomasai.comStripe
- In the Stripe Dashboard, open Settings, then Team.
- Click Add member and enter the email above.
- Pick the View only role, then send the invite.
View only can see payments, balance and reports, but can't refund, pay out or change anything. Invites expire after 10 days.
Stripe's guide to team members · what each role can doRevenueCat
- Open your project, then Project settings, then Collaborators.
- Enter the email above and choose View Only.
- Send the invite. With more than one project, repeat it for each.
View Only sees charts and customers but can't change the project.
RevenueCat's guide to collaboratorsShopify
- In your Shopify admin, go to Settings, then Users.
- Add a user with the email above.
- Give them only the Analytics Reports permission (Dashboards too, if you like) and send the invite.
Reports covers sales and store data. Without other permissions they can't edit products, orders or settings.
Shopify's guide to users · store permissionsGoogle Search Console
- Open the property, then Settings, then Users and permissions.
- Click Add user and enter the email above.
- Choose Restricted and click Add.
Restricted users can view most data and can't change settings.
Google's guide to Search Console usersGoogle Analytics
- Go to Admin, then Access Management for the property.
- Click +, then Add users, and enter the email above.
- Choose the Viewer role and click Add.
Viewers can see reports and settings but can't change them.
Google's guide to adding users · roles explainedAmazon Associates
- Start a screen recording, then sign in to Associates Central yourself.
- Open Reports and set the date range to the last 12 months.
- Scroll through the earnings summary and earnings report, then send me the recording.
There's no simple view-only invite in Associates Central that I know of, so a recording works best. You stay signed in on your side the whole time.
Amazon's help page on reportsMollie
- In the Mollie Dashboard, open Settings, then Team.
- Click Add member and enter the email above.
- Pick the Viewer role and click Invite.
Viewer sees payments data. Statistics and settlement reports need the Finance role, which can also refund, so only pick that if you're comfortable with it. The invite link works for 48 hours.
Mollie's guide to team membersPayPal
- Go to Account Settings, then Manage users, then Add user.
- Enter the email above.
- Select only Schedule and download Transaction History and run Settlement Report, then save.
That permission can't be combined with any other, so the user can only run reports. PayPal emails me to set up my own password.
PayPal's guide to managing usersHaven't sent your business yet?
The link and a few numbers are enough to start.