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GUIDE

Invite & Manage Team Members

Invite & Manage Team Members
 

Updated January 25, 2021

Introduction

All steps in this guide reference the Team Members screen. Follow these steps before proceeding:

  1. Ensure that you are on the correct team by choosing it here:

  1. Go to Settings >> Team Members.

Invite Team Members

To invite a new team member:

  1. Click the Invite Members button.
  2. Add the email address(es) of each person you wish to invite to your team, separated by a space or comma.
  3. Choose the appropriate permission level to assign to all members you are inviting.

Manage Permissions

To adjust the permission level for each team member:

  1. Hover over the team member to access the Manage drop-down button.

  1. Select Modify role.

Pending Team Members

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.

Delete Team Members

  1. Hover over the team member to access the Manage drop-down menu.

2. Choose Delete member.

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