Add New Team Member to an Account
- Click the ⋮ menu in the upper right of the dashboard.
- Select My Account.
- Select Team Members.
- Click Add Team Member.
- Fill in the new member’s details.
- Click Invite.
- A default role of "Account reader" is set for new users.
- *Please Note* Use steps below to Edit Member role once Invited, as default is "Account Reader".
Edit Team Member
- Click the ⋮ menu in the upper right of the dashboard.
- Select My Account.
- Select Team Members.
- Click on the Team Members Name on right, select ⋮ menu to Edit, Delete, or Resend Email
- Make your changes and click Save.
Delete Team Member
- Click the ⋮ menu in the upper right of the dashboard.
- Select My Account.
- Select Team Members.
- Select to the right of team member name to select ⋮ menu
- Select Delete to remove the Team Member.
Member Role permissions
- Account Admin has the highest permissions and with full account access to create users.
- Account Manager is similar to Account Admin, however, no payment view.
- Account Finance Member can only access payment area.
- Account Reader <default role> on invite, only view access and no payment view.