How to add a team member:
Invite members to create transactions using your account's funds.
- Head over to your 'Manage team' page.
- Scroll down to 'Manage my team'.
- Enter the new member's email address into the 'Invite new team member box'.
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.
- Head over to 'Manage Teams'
- Scroll down to 'Manage Subteams'.
- Enter the new subteam admin's email address and click 'Create'.
The new user will receive an email inviting them to join as a subteam, along with instructions on how to do so.