Create and manage a team

In order to create a team, account administrators (Account Owner or Administrators) can click on "Settings" > "Members" > "Teams" > "Create a new Team".

  • You'll then have to choose the name of your team and assign a Team Manager (i.e. a member who is able to see all his/her team's payments).

  • You can then add members to the team you've just created.
    🤓 One 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 > Edit profile > Teams section (tick one or several teams). 

☝️ If you've created teams before having invited members, don't worry you will be able to allocate a new members in one or several 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, by clicking on the "Members" tab, select one member in the recap tab > Edit profile > Teams section (tick one or several teams). 
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