Who should I invite to my account?
You'll want to invite anyone who submits invoices or reconcile payments. Typically, this will be your sales/support and accounting team.
Who has permission to invite team members to my account?
Only Owner and Admin users have permission to manage team members. If you are not the Owner user or if you do not have Admin user access, please contact to the Owner and Admin users of your team to change your user role. Check out this article to learn more about user roles and how to manage them.
Adding a team member
You can add your team members to Resolve by going to https://app.resolvepay.com/dashboard/team or following the instructions below:
- Log into your Resolve account and click Settings from the top navigation bar.
- Click on Team in the left hand menu.
- Click the 'Invite a user' button.
- The modal 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.
Removing a team member
When a team member leaves your company or is no longer using the Resolve account, you'll want to remove this user. Only Owner and Admin users have permission to manage team members. You can remove a user by going to https://app.resolvepay.com/dashboard/team or following the instructions below:
- Log into your Resolve account and click Settings from the top navigation bar.
- Click on Team in the left hand menu.
- Select the user you'd like to remove and click "Remove user" in the kebab menu
- The modal below will appear.
- Continue and select "Delete" to remove the user.
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