From the dashboard screen, click on “Settings” on the Navigation Bar.
Click on “Team” to proceed.
Click on the “Invite member” button and a modal appears;
Enter the team member’s email address then click on the drop-down menu to select the team member’s role then click “Send invitation”;
At this point, a toast message appears. Showing that your invitation has been successfully sent.
You will also receive an email notification that you have sent an invitation to join your team.
As the account owner, you can also edit the role (which allows you to change the role of the team member), you can also suspend & remove a team member from your team by clicking each equivalent button.
To edit/change a team member’s role, click on the button in front of the team member’s name and a drop-down menu will appear;
Click on “Edit role” and a modal will appear where you can select the new role of the team member then click on “Update Role”;
You will receive a toast message notifying you that you have successfully updated a team member’s role.
To suspend a team member, click on the button in front of the team member’s name and a drop-down menu will appear;
Click on “Suspend member” and a modal appears with a warning message of the action you are about to take, click on “Suspend” to continue;
You will receive a toast message notifying you that you have suspended a team member;
You will also receive an email notification that you have suspended a team member;
To completely remove a team member from accessing your business account, click on the button in front of the team member’s name and a drop-down menu will appear;
Click on “Remove member” and a modal appears with a warning message of the action you are about to take, click on “Yes, remove”;
You will receive a toast message notifying you that you have successfully deleted a team member from your business;
You will also receive an email notification that you have successfully removed a team member from your business;