How do I add team members and create subteams?

 

How to add a team member:

Invite members to create transactions using your account's funds.

1. Head over to your 'Manage team' page.
   
   
   
   
2. Scroll down to 'Manage my team'.
   
   
3. 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. 

1. Head over to 'Manage Teams'
   
   
   
   
2. Scroll down to 'Manage Subteams'.
   
   
3. 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.