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Shift is reachable from any browser. Every member of your team uses their own account, and each account carries one or more roles that decide which sections of Shift they can open. Use the My account area to update your own profile and, if you are an Admin, to invite teammates and adjust their roles.

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Sign in

Each environment has its own sign-in URL:
EnvironmentSign-in URL
Sandbox
Production
Sign in with the email address and password Paylead provisioned for your Program Manager account. If you have lost your password, use the Forgot password link on the sign-in page; Paylead emails you a reset link.
Sandbox and production are isolated environments with separate URLs and separate credentials. Paylead provisions both during onboarding.

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Your account settings

Open My account > Settings to review and edit your personal credentials.
FieldEditableDescription
CreatedNoDate your account was created.
NameYesYour display name. Click Edit to update it.
EmailYesYour sign-in email. Click Edit to change it.
PasswordYesClick Edit to change. You must confirm the old password before setting a new one. The strength meter validates the new value.
Use a password manager. By default every Program Manager account is credential-based; if your bank requires SSO, Paylead can enable it and provision a dedicated sign-in URL for your Program. See Security.

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Manage users

A user is anyone with an active Shift account in your Program. The My account > Users section lists every user, their last activity, and the roles assigned to them. You can 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; combine them to match the job, rather than granting blanket Admin access.
RoleAuthorized sections
AdminPerformance, My account
FinanceMy account, Performance, Invoices
GiftsGifts, Performance, My account
OffersPerformance, Offers, Campaigns, My account
ReportingReporting, Performance, My account
SupportConsumers, Performance, My account
TechnicalPerformance, My account
The Admin role does not grant access to every section by itself. To let one person both run the catalog and pay invoices, assign both Offers and Finance to that user.

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Invite a user

1

Open the invite dialog

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 will sign in with that email.
3

Assign one or more roles

Click the Roles list box and select every role the new user needs. You can update this later.
4

Send the invitation

Click Invite. Paylead emails the new user a link to set their own password. 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 edit mode. You can update their First name, Last name, and Roles. Click Save to apply the change. Changes to roles take effect on the user’s next page load.
Removing every role from a user effectively locks them out of Shift. To off-board a teammate cleanly, remove their roles and notify Paylead support to deactivate the account.

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What’s next

Configure your Program

Program details, Segments, and the Brand catalog.

API keys

Generate Connector, Injector, and M2M tokens.

Shift overview

Browse everything Shift can do for your Program.