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Inviting & Managing Team Members

Inviting & Managing Team Members
 

Inviting Team Members

To invite a new team member, simply follow these steps:

  1. Go to "Settings > Team Members". (Be sure you are actively working with the appropriate team)
  2. Click the "Invite Members" button.
  3. Add the email address(es) of each person you wish to invite to your team.
  4. Choose the appropriate permission level to assign to all members you are inviting.

Managing Permissions

You can control the permission level of team members.

Standard Users will have access to view, convert and export transactions. Admin Users will have full access to create accounts, manage teams as well as view, convert and export transactions. Super Admin Users will full access to manage billing and subscriptions in addition to create accounts, manage teams as well as view, convert and export transactions.

You can also adjust the permission level for each team member from the Manage Team Members page. Go to "Settings > Team Members" and "Manage" link associated with the appropriate team member.

Pending Team Members

Team members will be sent an invitation email from Greenback to join your team. You can easily check the status of your team members by visiting "Settings > Team Members". Team members that have not accepted your invitation will be marked as "Pending".

Deleting Team Members

To delete a team member visit "Settings > Team Members" and choose the appropriate team member from the list. Click the "Manage" link and choose "Delete Member" from the menu.

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