From your Home Screen tap on your initials to open up your profile in the top right of the screen and select "Staff" under Quick Actions. This will allow you to create sub-users with varying levels of access to the account as detailed below from most access to least access:
Admin Role - Can do anything that the account holder has access to across all positions.
Edit Account - When assigned to a position, has Admin Role capabilities.
View Account - Can only view information of assigned positions
Card Only - Can only see their assigned Card and transactions associated with their card.
IMPORTANT! - Once you create your staff member they will get an email to create their own password and activate their account. After they create their password they can then sign into the app.
Add a Staff Member
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Written by Jonathan Turner
Updated over 10 months ago