How do I invite team members into my Tazapay account?

Step 1: Login to the Tazapay Dashboard and click on 'Account'

From there, navigate to the Team tab and invite either an Owner or Manager.

role 1

Note: Owners have the same access permissions as the primary account owner, while Managers have limited access. More info on role-based access in this FAQ. 

 

Step 2a: If you're inviting an Owner, simply input their email address and click 'Send Invite Now'.

role 2

Step 2b: If you're inviting a Manager, indicate what access permissions they have before clicking 'Send Invite Now'.

role 3