How to Manage Your Team

Before you start

Team management lets you invite colleagues to work in your EPaySe dashboard alongside you, with roles that control what each person can see and do.

Creating a team

Go to Settings → Team Management and click "Create Team" if you haven't set one up yet.

Inviting a team member

1. From your team's page, click "Add Team Member."
2. Enter the email address of the person you want to invite.
3. Select the role you want to assign them.
4. Send the invitation.

They'll receive an email invitation to join your team.

Managing roles and permissions

Open the "Roles & Permissions" tab on your team's page to see what each role can access, and to change a team member's role.

Removing a team member

From your team's member list, you can remove a member's access at any time.