Create and manage a team

This article applies to Account Administrators (Account Owner or Administrators).


  • - First of all, head over to ["Settings" > "Members" > "Teams" > "Create a new Team"]
  • - Type in the name of the team and assign a Team Manager (i.e. a member who is able to see all their team's payments).
  • - You should be able to add new members to the team you've created.
Good to know:

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.

Pro-tip:

If you've created teams before inviting 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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