Teams

The Teams section allows you to invite additional users to your account and control what they can access within the platform.

Inviting a Team Member

Click Invite Team Member to add a new user to your account.

Complete the invitation form and send the invitation.

Invitation Process

When a team member is invited:

1. An email invitation is sent to the user's email address.
2. The user must open the invitation link.
3. The user accepts the invitation.
4. The user creates their own password.
5. The user signs in to the platform.

Once completed, the user will have access according to the role assigned to them.

Managing Roles

Roles determine which areas of the platform a user can access.

Click Manage Roles to create and maintain custom roles.

Viewing Roles

The Roles screen displays all available roles within your account.

From here you can:

• View existing roles
• Edit role permissions
• Create new roles
• Assign roles to team members

Creating a Role

Click Add Role to create a new role.

Provide:

• Role name
• Description (if applicable)

After creating the role, configure the permissions that users assigned to the role will receive.

Permissions allow you to control access to:

• Dashboard information
• Customers
• Collections
• Transactions
• Invoices
• Payment methods
• Settings
• Other platform features

Two-Factor Authentication (2FA)

After accepting their invitation and signing in, team members can enable Two-Factor Authentication (2FA) from their own profile.

See:

Profile

Available options include:

• Authenticator App
• SMS Verification

Enabling 2FA is strongly recommended for all users with account access.

Tips

• Assign users the minimum permissions required for their role.
• Regularly review team member access.
• Remove access for users who no longer require it.
• Encourage all users to enable 2FA.
• Use separate roles for administrators, finance users and support staff where appropriate.