Who should I invite to my account?
For merchants, you'll want to invite anyone who submits invoices to your customers or reconcile payments. Typically, this will be your sales/support and accounting team.
For buyers, you'll want to invite anyone who's allowed to make purchases on behalf of your business (purchasing managers) and anyone who is responsible for paying invoices (accounts payable).
You can add your team members to Resolve by following the instructions below:
- Log into your Resolve account and click Team from the lefthand menu.
- Click the 'Invite new user' button.
- The lightbox below will appear.
- Once you invite your teammate, they will receive an email notification asking them to set their password.
- Congratulations! You've added a team member to Resolve. Continue adding the rest of your team.