For Plus and Pro accounts only.
Plus accounts can have access to multiple users/teams at an additional cost. To discuss pricing, book a call with our team here. Pro accounts have access to unlimited users!
How to add a team member:
Invite members to create transactions using your account's funds.
Head over to your 'Teams' tab on the left hand side.
Enter the new member's email address into the 'Invite new team member box'.
The new user/s will receive an email inviting them to join as a team member, along with instructions on how to do so.
If you want to invite in bulk, click 'Bulk invitations' to your right. You can then either enter the email addresses manually or upload a CSV file.
Below, you can also check to see which team members have accepted the invite by referencing the icon to the left of their email addresses.