Step 1: Access Team Management
To access team settings:
From your dashboard, go to Settings
Click on Team Management
This opens the Team Management page where you can view and manage all users connected to your business.
Step 2: Understand the Team Management Table
On the Team Management page, you will see a list of all existing team members.
For each member, the following details are displayed:
Name
Email Address
Role
Status (Active, Pending, etc.)
This gives you a clear overview of who has access to your account and their permission levels.
Step 3: Search for Team Members
If you have multiple team members, you can quickly find a specific person using the search bar.
Enter the name or email address
Results will update instantly
This helps you locate users without scrolling through the entire list.
Step 4: Invite a Team Member
To add a new user:
Click on the Invite Team Member button
A modal will appear
Enter the email address of the person you want to invite
Step 5: Add Multiple Team Members
You can invite more than one person at once.
Enter multiple email addresses
Press Enter, Tab, or Comma after each email
This allows you to send multiple invitations in one action.
Step 6: Assign Roles
After entering the email address:
Select a role for the team member
Available roles may include:
Admin
Accountant
Other business-specific roles
Choose the role that matches the user’s responsibilities, then send the invitation.
Step 7: Track Invitation Status
Once an invitation is sent:
The status will appear as Pending in the table
This means the user has not yet accepted the invitation.
Step 8: Resend or Cancel Invitations
If needed, you can manage invitations directly from the table.
Click the Action button next to the user
Select:
Resend Invitation – sends the invite again
Cancel Invitation – removes the pending invite
This gives you full control over access and invitations at all times.
