> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paylead.fr/llms.txt
> Use this file to discover all available pages before exploring further.

# Sign in and users

> Access Shift, manage your account, and invite teammates with the right role for their job: finance, support, offer management, or technical.

export const SHIFT_SANDBOX_URL = "https://shift.sandbox.paylead.tech";

export const SHIFT_PRODUCTION_URL = "https://shift.paylead.fr";

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[Shift](/glossary#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.

## Sign in

Each environment has its own sign-in URL:

| Environment | Sign-in URL                         |
| ----------- | ----------------------------------- |
| Sandbox     | <code>{SHIFT_SANDBOX_URL}</code>    |
| Production  | <code>{SHIFT_PRODUCTION_URL}</code> |

Sign in with the email address and password Paylead provisioned for your [Program Manager](/glossary#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.

<Note>
  Sandbox and production are isolated environments with **separate URLs and separate credentials**. Paylead provisions both during onboarding.
</Note>

## Your account settings

Open **My account** > **Settings** to review and edit your personal credentials.

| Field        | Editable | Description                                                                                                                       |
| ------------ | -------- | --------------------------------------------------------------------------------------------------------------------------------- |
| **Created**  | No       | Date your account was created.                                                                                                    |
| **Name**     | Yes      | Your display name. Click **Edit** to update it.                                                                                   |
| **Email**    | Yes      | Your sign-in email. Click **Edit** to change it.                                                                                  |
| **Password** | Yes      | Click **Edit** to change. You must confirm the old password before setting a new one. The strength meter validates the new value. |

<Tip>
  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](/program/user-journey/security).
</Tip>

## Manage users

A **user** is anyone with an active Shift account in your [Program](/glossary#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.

### 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.

| Role          | Authorized sections                                                                 |
| ------------- | ----------------------------------------------------------------------------------- |
| **Admin**     | Performance, My account                                                             |
| **Finance**   | My account, Performance, Invoices                                                   |
| **Gifts**     | [Gifts](/glossary#gift), Performance, My account                                    |
| **Offers**    | Performance, [Offers](/glossary#offer), [Campaigns](/glossary#campaign), My account |
| **Reporting** | Reporting, Performance, My account                                                  |
| **Support**   | [Consumers](/glossary#consumer), Performance, My account                            |
| **Technical** | Performance, My account                                                             |

<Note>
  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.
</Note>

### Invite a user

<Steps>
  <Step title="Open the invite dialog">
    In **My account** > **Users**, click **Invite a user**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Assign one or more roles">
    Click the **Roles** list box and select every role the new user needs. You can update this later.
  </Step>

  <Step title="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.
  </Step>
</Steps>

### 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.

<Warning>
  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.
</Warning>

## What's next

<CardGroup cols={3}>
  <Card title="Configure your Program" icon="settings" href="/program/shift/configure-your-program">
    Program details, Segments, and the Brand catalog.
  </Card>

  <Card title="API keys" icon="key" href="/program/shift/api-keys">
    Generate Connector, Injector, and M2M tokens.
  </Card>

  <Card title="Shift overview" icon="compass" href="/program/shift/overview">
    Browse everything Shift can do for your Program.
  </Card>
</CardGroup>