We have a clear and structured platform for managing your company's teams and managers.
You can easily add managers with varying levels of permissions and access across teams.
In this article you will find:
How to invite managers to a team
How to add organization owners
Learn more here about how to remove managers or edit their role.
How to invite managers
✅ Step 1 – Select the Organization Settings tab on the Dashboard and click the Managers tab
✅ Step 2 – click Invite Manager
✅ Step 3 – Enter the email address and click Next
The user will receive a confirmation email and must accept to be added as a manager
✅ Step 4 – Select the role of the manager
Team Admin : The role with the most permissions, admins can add and remove users; modify integrations; set payment methods; and perform payments
Controller : Controller managers can adjust payments and perform payments.
Support Specialist : For managers who regularly help with contract creation and onboarding, but will not need to perform payment functions
You can also add additional permissions, like allowing the manager to approve items or adjust payments.
✅ Step 5 – Click Next
✅ Step 6 – Assign the manager to a team and click Next
You can invite the manager to be part of multiple teams within your organization, if you wish.
Check the box next to the teams you want to add the manager.
✅ Step 7 – Click Invite and Assign
An email will automatically be sent to the individual, where they will confirm and accept the manager invitaiton.
How to add an Organization Owner
Any manager in your company can be added as an Organization Owner to have greater account access and permissions.
Admins can add managers and edit roles, but only in their team.
Organization Owners can edit roles and permissions, and add or remove managers, to any team.
Organization owners can:
- Edit Organization details
- Add & edit entity details
- Join any team in the organization
- Add other managers to the organization and assign assign roles and teams
✅ Step 1 – Select the Organization Settings tab on the Dashboard and click Add Owner
✅ Step 2 – Select the manager you want to add as an Organization Owner and click Next
You can also search for a manager by entering a name or email address
✅ Step 3 – Click Confirm on the following page
How to create a team
✅ Step 1 – Select the Organization Settings tab on the Dashboard and click the Teams tab
✅ Step 2 – Click Create New Team
✅ Step 3 – Name the team and click Next
✅ Step 4 – Add managers to the new team and click Next
Check the box next to the managers you want to add the team.
You can also search for a manager by entering a name or email address.
✅ Step 5 – Select the role for each manager on the new team
Team Admin : The role with the most permissions, admins can add and remove users; modify integrations; set payment methods; and perform payments
Controller : Controller managers can adjust payments and perform payments.
Support Specialist : For managers who regularly help with contract creation and onboarding, but will not need to perform payment functions
You can also add additional permissions, like allowing the manager to approve items or adjust payments.
✅ Step 6 – Click Create Team
You can only create the team when every manager has a designated role.
Admins can add managers and edit roles, but only in their team.
Organization managers can edit roles and permissions, and add or remove managers, to any team.
