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Start a team
Learn how to invite and interact with team members.
In MoneyCollect, you can invite members of your team to access your account. You need assign
each team member at least one role so that you can invite them. Different roles determine the permissions they have, in order to protect the sensitive information and restrict the actions they can perform on your account. In the roles list, you can see what each role can do and can't do.
You can invite team members individually, or invite multiple users at the same time by separating their email addresses with spaces. One team member can only have one role.
Invite a team member
After a team member has accepted their invite, you can edit their role at any time from your account’s member management. Click on that pen-like button to edit a team member's role.
Last modified 9mo ago