Manage Team Members

Team Management Steps

Invite new team members

Select Team on the side bar navigation on the dashboard to manage your team members. Then select + Add New Team Member.

Enter their Name, Email, Role, and select Invite.

There are two sets of permissions that can be granted to an invited member. The first is Admin which is able to access the ‘account’ section and the other is Non-Admin who have access to everything but the ‘account’ section. As this is separate from Stripe, your team members won’t have access to the Stripe account-- although linking them may be useful.

Invite Team Members

Remove team member access

To remove a team member, simply click the Trash icon. Confirm in the pop up modal and they will be removed from the account.