Create and manage a team

In order to create a team, you must be an account administrators (Account Owner or Administrators).

 

  • - First of all, head over to ["Settings" > "Members" > "Teams" > "Create a new Team"]
  • - Select the name of the team and assign a Team Manager (i.e. a member who is able to see all their team's payments).
  • - Once this is done, you can freely add members to the team you've just created.

    🤓 A single member can be part of several teams at once. To set this up, simply click on the "Members" tab, select one member in the recap tab and then [Edit profile > Teams]. You can tick more than one teams.

☝️ If you've created teams before having invited members, don't worry you can still allocate new members in teams directly from ["Settings" > "Members"] if you need to:

  • - Either by inviting new members on Spendesk by clicking on "Invite new members"
  • - Or, by adding one or several teams to existing members, from the "Members" tab, select one member in the recap tab and then [Edit profile > Teams]. You can tick more than one teams.
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