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
- Select Add Team Member.
- Enter First Name, Last Name, Username, and Email Address (the email serves as the login ID).
- 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.