Updated January 25, 2021
All steps in this guide reference the Team Members screen. Follow these steps before proceeding:
- Ensure that you are on the correct team by choosing it here:
- Go to Settings >> Team Members.
To invite a new team member:
- Click the Invite Members button.
- Add the email address(es) of each person you wish to invite to your team, separated by a space or comma.
- Choose the appropriate permission level to assign to all members you are inviting.
To adjust the permission level for each team member:
- Hover over the team member to access the Manage drop-down button.
- Select Modify role.
Team members are sent an invitation email from Greenback to join your team. Team members that have not accepted your invitation are marked as Pending.
- Hover over the team member to access the Manage drop-down menu.
2. Choose Delete member.