Available to Plus/Pro account holders only
The team owner (admin) will have the option to create a subteam. This will allow them to distribute funding from the central pot to these subteams, who will have their own pots to spend from.
Please note: access to multiple teams will come at an additional cost for Plus accounts - click here to book a call with our team and discuss pricing.
Here’s how to do this:
Head over to your left hand column and select 'Teams'.
Scroll down to the 'Manage subteams' section and enter their email address into the box. Hit ‘Create subteam’. If you need to invite multiple members, click the 'Bulk invitations' button and either enter the email addresses manually or upload a CSV file.
The new user/s will receive an email inviting them to join as a subteam member, along with instructions on how to do so.