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.