Steps to invite a new team member

1. Login to Dashboard as admin
2. Click on Teams section
3. Click on Invite members button on the top right corner
4. Enter the new team member’s email and select their role from the dropdown
5. Click Invite
6. You will see a new team member listed with status Inactive
7. Inform your new team member to check email with subject You have been invited to access the TransFi dashboard and click on the invite link
8. The new team member should sign up from that link
9. Now they will be able to login to the dashboard with the registered email and password
10. After their sign up is complete, the team member will be visible in the list of Team members as Active

FAQ

1. Who can invite a new team member to my dashboard?

Only user with Org admin permission that can invite another team member.

2. Can a team member have multiple permission?

Yes, you can grant more than 1 permission for each team member. (E.g., Developer, Finance, Admin)

3. Can I invite a new team member with the same email to view/manage more than 1 team?

No

4. How can I make another team member also an Org Admin ?

In the list of team members, select the button under the ‘Edit’ column corresponding to the team member, and click on ‘Make Org Admin’ button and confirm.

5. How can I edit the team member’s access/permission?

As an Org Admin, select the button under the ‘Edit’ column corresponding to the team member and select Remove’.