Only visible and manageable by the Owner, and in some respects by the business Admin — although only the Owner can create, edit or delete members.
Add a team member
1. Go to Profile → Team → Add User.
2. Fill in: first name, last name, email address.
3. Choose the role: Approver, Generator, Fund Controller ("Controller") or business Admin. Each option shows a description of its typical permissions.
4. If the role is Approver, assign a level (1 to 5), used to configure approval rules with multiple authorization levels.
5. If the role is business Admin — and the person creating the user is the Owner — you can tick specific capabilities: can create transfers, can review transfers, can approve transfers.
6. On save, an invitation email is sent to the new member with a link to set their own password, valid for 24 hours.
Edit a member
You can change the first name, last name, level (for Approvers) and the business Admin capabilities.
The email address and the role cannot be changed once the user has been created. To change the role you have to delete the user and create them again with the correct one.
Resend an invitation
If the password setup link expired or the user never received it, you can resend it from the Team list using the envelope icon. It only appears for users who have not set their password yet.
Delete and restore a member
- You can delete (deactivate) a team member. The Owner cannot be deleted.
- Deleted users are shown dimmed in the list, with an option to restore their access.