Managing your team is simple with the Add New Team Member feature. Once a team member is added, they receive an email invitation to set their password, allowing them to access their account and start using the platform. Here’s how you can add a team member step-by-step.
Steps to Add a Team Member
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Navigate to the Manage Team Tab
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Log in to your account.
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Go to Settings and select the Manage Team tab.
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Click the Add Button
- On the top-right corner of the team management page, click the Add button to open the "Add New Team Member" form.
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Fill Out the Team Member Details
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Name: Enter the full name of the team member.
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Email: Provide their email address. This email will be used to send the password setup invitation.
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Offices: Assign the team member to specific office locations they will have access to.
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Permissions: Check the boxes to assign specific permissions:
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Create Payments: Allows the team member to process payments.
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Create Refunds: Enables the ability to issue refunds.
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Click Create
- After filling in the required fields, click Create to add the team member.
What Happens Next?
Email Invitation
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The new team member receives an email with a password setup link.
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The email includes instructions for creating their password securely.
Password Setup
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The team member clicks the link in the email to open the password setup page.
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They configure their password and gain access to their account.
Managing Team Member Access
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Editing Details: You can update a team member’s permissions or assigned offices at any time from the Manage Team tab.
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Removing Access: If a team member no longer needs access, use the Remove button next to their name to revoke their permissions.
Tips for Smooth Onboarding
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Check Email Accuracy: Ensure the email address entered is correct to avoid delays in the setup process.
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Notify the Team Member: Let them know to expect the email and complete the password setup promptly.
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Permission Review: Assign permissions based on the team member’s role to ensure they have appropriate access.
Adding a team member to your account is a quick and secure process, enabling your team to collaborate and manage tasks efficiently. If you encounter any issues during the process, contact our support team for assistance!