How do I setup roles for users on my Eazipay Account?
Esther
Last Update לפני 10 חודשים
To setup the roles for users, please follow the steps below:
Log in to your Eazipay dashboard
Go to Admin Settings > Team Members
Click on Add Team member and Input their email address and Job Title
Assign their role: Owner (if transferring), Admin, or Member
Set permissions and, for Admins, transaction limits
Choose which sub-accounts they can access
Send the invite; they will receive an email to set up their access.