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Managing your Team
Managing your Team

How to add collaborators to your group

Griff avatar
Written by Griff
Updated this week

Inviting Teammates

Inviting others to work with you on a group is simple.

  1. Head to the Settings area using the left-hand navigation
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  2. Choose Invite a Teammate, and then enter the email address they use to log in to Xero with
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3. They will receive an email inviting them to log in to Mayday, but feel free to send them the login link (https://my.getmayday.com/signup) where they will be able to sign in.

Removing a Teammate

To remove a team member's access to the Group:

  1. From the left hand navigation, go to Settings and then Team

  2. Click the bin icon on the right end of the team member
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  3. Then click Remove in the pop-up to confirm

If you accidentally remove a user, you can easily them an invite again. For more information, check out Inviting Teammates.

Billing Manager

Note: The Group's billing manager cannot be removed. Contact support if you wish to update your billing manager.

Reassign a Group's ownership

To reassign ownership of the Group to another team member:

  1. From the left hand navigation, go to Settings and then Team

  2. In the team list, any team member available to assign ownership will have a drop down in the Permission column

  3. Select Owner against the team member to whom you would like to assign ownership.

  4. This will show a pop-up asking you to confirm the change.

  5. Click Make "X" the owner

Note: A team member cannot be assigned ownership if they are a pending member.

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