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Anyone who uses this account needs an invite and a role. You can also require two-step authentication before they can continue. Manage the team from Team members.

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Invite a team member

To invite someone, follow these steps:
  1. Go to Team members.
  2. Click New member.
  3. Under Email, type an address and press Enter. Add as many as you need.
  4. Choose a Role: Admin, Developer, Finance Plus, Finance, Operations Plus, Operations, or View Only.
  5. Click Invite.
Members lists people who have joined. Invites lists invitations still waiting. From the organization view, you also choose which Accounts they can access.

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Change a role or remove someone

Open the overflow menu (•••) on their row.
  • Update changes their Role. Click Update to save it.
  • Remove takes away their access straight away.
Removing a team member cannot be undone. They lose access as soon as you click Remove.

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Require two-step authentication

Two-step authentication is a second check at sign-in. Some actions, such as approving an owner payout, already require it on your own user. To require it for everyone, follow these steps:
  1. Go to Two-step authentication.
  2. Turn on Require two-factor authentication. Anyone without it is asked to set it up the next time they sign in.
  3. Click Save.
This change, and other settings changes, are recorded in the activity log.