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How do I add team members and create subteams?

How do I add team members and create subteams?

Updated over 3 weeks ago

See instructions below or click here to watch a how-to video.

Invite members to create transactions using your account's funds.

  1. Head over to 'Teams' on the left-hand sidebar.

    image - 2024-05-31T162643.450.png
  2. Scroll down to 'Manage my team'.

  3. Enter the new member's email address into the 'Invite new team member' box.

    image - 2024-04-02T112654.889.png

The new user will receive an email inviting them to join as a team member, along with instructions on how to do so.

How to add a Subteam:

Allocate funds to teams by creating separate pots.

  1. Head over to 'Manage Teams'.

    image - 2024-04-02T112131.898.png
  2. Scroll down to 'Manage Subteams'.

  3. Enter the new subteam name, the subteam admin's email address and click 'Create Subteam'.

    image - 2024-04-02T112954.160.png

The new user will receive an email inviting them to join as a subteam, along with instructions on how to do so.

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