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Every member of your team signs in to Shift with their own account. Each account carries one or more roles, and a role decides which sections of Shift that account can open. Signing in and reading your own settings need no role. Inviting teammates and assigning their roles need the Administration role.

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Sign in

Each environment has its own sign-in URL: Sandbox and production are isolated environments with separate URLs and separate credentials. Paylead provisions both during onboarding. Enter the email address and password Paylead provisioned for your Program Manager account, then click Sign In. Shift lands you on Performances, a section every account can open regardless of its roles. Two elements of that form are worth knowing about:
  • Remember me keeps you signed in for 90 days. Left clear, your session follows the shorter default and you sign in again sooner. Tick it on a machine only you use, never on a shared one.
  • After a failed attempt, Shift may add a reCAPTCHA challenge before it accepts another try. Solve it and submit again.
If Shift greets you with “Your password is not strong enough. Please change it to secure your account.”, the sign-in worked. Paylead checks the password you just typed against its current rules, and asks you to update it under My account > Settings. If you forget your password, use Forget your password? on the sign-in page. Paylead emails you a reset link; opening it takes you to a screen where you set the new password, and you then come back to Shift to sign in. If the email does not arrive, check that the address you typed is the one registered on your Shift account.

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Sign in with SSO

When Paylead has connected your Program to your bank’s identity provider, the credentials form is not your entry point. Click SSO Login at the bottom of the sign-in page: the Single Sign-on screen asks for your email address only, then hands the browser over to your identity provider, which authenticates you and sends you back into Shift. Regular login returns to the credentials form. Your Program also gets its own base URL for each environment, which replaces the standard URLs above. See Shift with SSO for what this mode removes from the interface once you are in.

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Manage your account settings

Open My account > Settings to review and edit your personal credentials. Every signed-in user reaches this page, whatever their roles. Each block saves on its own. Shift confirms with “Your settings have been updated.” and refreshes your session, so a name or email change takes effect without signing out and back in.

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Password requirements

Shift lists these rules under the password fields and marks each one as you type:
  • Minimum 14 characters
  • 1 lowercase
  • 1 uppercase
  • 1 digit
  • 1 special
  • No company name or one of our product names
  • No username (firstname or lastname)

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Email notifications

A second card sits under the settings card on the same page, titled Notifications. It holds your personal email subscriptions, and every one of them concerns a Campaign event. That is why Shift shows the card only to users who hold the Offers role: a teammate without that role never sees it. Six subscriptions are offered:
  • New campaign available
  • Campaign ending soon
  • Campaign extension
  • Campaign shortened
  • New visual available
  • Boosted rate phase available
Each row carries a toggle and a ? icon that describes the event on hover. The Apply to all toggle at the top of the card switches every subscription on or off in one move. The card has no Save button: each toggle takes effect the moment you flip it. For what each notification tells you, see Stay notified about Campaigns. Subscriptions are personal: they follow your account, not your Program, so each teammate sets their own. Use them to decide who gets alerted when the catalog needs attention, rather than routing every Campaign email to one shared mailbox.

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Manage users

A user is anyone with an active Shift account in your Program. My account > Users lists every user, their last activity, and their assigned roles. Search the list by name or email.

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Roles

A role defines which sections of Shift a user can open. A user can hold several roles at once. Roles do not nest: Administration opens Users and nothing else, so an administrator who also needs the technical screens must hold Technical too. Two areas stay open to every signed-in user, whatever their roles: Performances and My account > Settings.
Three of these sections depend on how Paylead configured your Program, on top of the role: Coupons, Ventilation, and Integration. If one of them is missing for a user who holds the matching role, ask Paylead from the Support button in Shift whether it is enabled on your Program.

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Choose the roles for a new teammate

Start from the job, not from the matrix. Ask what the person is accountable for, grant the roles that cover it, and add more later when they hit a wall. Combine them when one person covers several jobs: someone who both manages the catalog and reconciles payouts needs Offers and Financial. Grant Administration on top of a working role, unless the person does nothing but manage accounts.
Give at least two people the Administration role. It is the only role that can invite and deactivate users, and no account can change its own roles or deactivate itself.

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Invite a user

1

Open the invite form

In My account > Users, click Invite a user.
2

Fill in the user details

Enter the First name, Last name, and a valid Email address. The invited person signs in with that email.
3

Assign one or more roles

Open the Roles selector and pick every role the new user needs. At least one role is required. You can change the selection later.
4

Send the invitation

Click Invite. Paylead emails the new user a link to create their account. The user appears in the list once they complete the flow.

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Edit a user

In the users list, click the pencil icon next to a user to open their record. Update their First name, Last name, or Roles, then click Save. Shift confirms with “User successfully edited.” and returns to the list. Cancel goes back without saving, and leaving the page with unsaved edits raises “You’re leaving this page without saving your modifications.” The email address is read-only here. It identifies the account, so only its owner changes it, from My account > Settings. Roles is a required field: a user always holds at least one, so off-board someone with Deactivate user rather than by emptying their roles. The field is hidden when you open your own record. Ask another holder of the Administration role to change your roles. Shift reads a user’s roles when it loads, so a teammate who already has Shift open keeps the old menu until they reload the page.

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Deactivate a user

1

Open the user record

In My account > Users, click the pencil icon next to the user to off-board.
2

Deactivate the account

Click Deactivate user, then confirm in the dialog. Shift returns to the users list and confirms the deactivation.
Deactivation is permanent. You cannot deactivate your own account: ask another holder of the Administration role.

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Shift with SSO

Paylead can connect Shift to your bank’s identity provider instead of issuing credentials itself. When SSO is enabled on your Program, the identity provider owns accounts, credentials, and sessions, and Shift removes every control that would compete with it. Several procedures on this page no longer apply in that mode. Everything else behaves the same. You still read your account settings and your email notification subscriptions, browse the users list with each user’s roles and last activity, and open every section your roles grant. Ask Paylead from the Support button in Shift for anything the identity provider does not cover.

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What’s next

Segments

Group your Consumers by targeting criteria for audience-specific Offers.

Publish an Offer

Review the Campaigns Paylead proposes and publish them as Consumer-facing Offers.