Clients can set up different teams in the Deel dashboard to:
- Create teams within the Deel account to manage multiple items on a team-by-team basis (contracts, payments, invoices, etc.)
- Have a set of admins for each team, where each will only be able to see the information that is relevant to them.
- Set up different payment methods for each team, for example, if a client uses bank accounts from different countries.
Let's get started!
Locate the team dropdown menu on the top left-hand side of your Deel home page.
Create the team by deciding on a team name.
Once you've created the team, add team members and define their role within the team:
- Admin: Access to all settings, including removing or adding team members, setting default payment methods, and performing payments
- Controller: Onboarding, adjusting, and performing
- Support specialist: Creates contracts and onboarding but does not need to complete payments
- Approver: Approve items before the payment is made
You can also go to the "Team Settings" tab and edit the roles on the right-hand side of the screen by clicking the blue pen icon.
