Adding a team member

Important: Only the Team Owner and Team Admin can make modifications in Account Settings > Team > Manage Team located at the left navigation panel.

Add a New Team Member

  1. Select Add Team Member.
  2. Enter First Name, Last Name, Username, and Email Address (the email serves as the login ID).
  3. Depending on your business operations, you may want to delegate roles to your team members as another layer of security and to allow focus on individual responsibility. Assign user roles:
    • Product Access
    • Team Admin
    • Finance Admin

Newly added team members will receive an email notification with a link of their account activation.

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