Should I make my company’s A/P department a team member so that accounting receives all invoices?

You can do that, but it’s better and easier to do this: Enter the A/P recipient’s email (either a person’s address or a departmental mailbox) as a secondary email address in the account page.

I’m a team member, and I’m trying to change the payment type / signatory but can’t find a way to do that. How can I make that change?

The payment type / signatory dropdown is found in Profile settings. Only agency and company account Owners can edit this setting. Team members do not have access.

How do I remove a team member?

You can remove a team member by clicking the x in the team member’s record. Click Confirm in the pop-up window to complete the process.

How do I change a member’s role?

You can change a member’s role by clicking the edit tool in the team member’s record. Go to the dropdown menu in the Member’s role field and select the new role. Click Submit.

What are member roles?

Member roles let team members perform a variety of functions. Here are the activities granted to the different roles: Actions Owner Admin Editor Viewer View order history ✓ ✓ ✓ ✓ View client history (Agents only) ✓ ✓ ✓ ✓ Receive emails ✓ ✓ ✓ ✓ Edit client information ✓ ✓ ✓ Create order (Payers […]

How do I create a team?

Companies and agencies can create teams. You can create a team at any time, but you can start right at the end of the profile creation process.