How do I assign a user to multiple sub-accounts?

To assign a user to multiple sub accounts, please follow the steps below:

1. Simply Log in to your Eazipay dashboard

2. Go to Admin Settings > Team Members

For a previously assigned user:

• Click the three-dot menu next to the user’s name and select Edit Role.

• Scroll to Assign Accounts and set Yes for the sub-accounts you want to grant access to.

For a new user:

• Click Add Team Member.

• Enter the user’s email address, job title, and select a role (Admin or Member).

• Set Yes for the sub-accounts you want to grant access to.

• Send the invite: the user will receive an email to set up their access.