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.
Invite a team member
To invite someone, follow these steps:
- Go to Team members.
- Click New member.
- Under Email, type an address and press Enter. Add as many as you need.
- Choose a Role: Admin, Developer, Finance Plus, Finance, Operations Plus, Operations, or View Only.
- 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.
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.
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:
- Go to Two-step authentication.
- Turn on Require two-factor authentication. Anyone without it is asked to set it up the next time they sign in.
- Click Save.
This change, and other settings changes, are recorded in the activity log.