The Team Management feature allows you to give authorised members of your organisation access to your Business Banking Account while controlling what each team member can see and do.

As a Super Admin, you can:

• Invite new team members.
• Assign a role based on their responsibilities.
• Review the permissions associated with each role.
• Revoke a team member's access when it is no longer required.

Team Member Roles and Permissions

Each team member is assigned a role that determines the features and information they can access.

You can click the role dropdown when inviting or managing a team member to view the full list of permissions available for that role.

Here is a summary of the available roles:

Important: Review the permissions associated with each role before assigning it to a team member. Only give team members the level of access they need to perform their responsibilities.

How to Invite a Team Member

You must be logged in as a Super Admin to invite a new team member.

Step 1: Log in to your account

Log in to your Business Banking Account using your Super Admin credentials.

Make sure you are logged in with an account that has permission to manage team members.

Step 2: Open Manage Team

1. Navigate to Settings.
2. Select Manage Team.

This will take you to the team management page, where you can view and manage the members who currently have access to your account.

Step 3: Invite a Team Member

1. Click Invite Your Team.
2. Complete the invitation form with the required information.
3. Select the appropriate role for the team member.
4. If available, click the role dropdown to review the permissions associated with that role.
5. Confirm that the selected role provides the appropriate level of access.
6. Submit the invitation.

Once the invitation has been submitted, the team member can follow the instructions provided in the invitation to access the Business Banking Account.

Choosing the Right Role

Before sending the invitation, consider what the team member needs to do.

For example:

• Assign Super Admin access only when the team member requires full account permissions.
• Assign Admin access when the team member needs limited administrative access, including the ability to transfer funds.
• Assign Manager when the team member only needs to view information.
• Assign Developer when the team member requires view-only access for development-related responsibilities.
• Assign HR when the team member only needs access to employee information.

Always review the role permissions before completing the invitation.

How to Revoke a Team Member's Access

If a team member should no longer have access to your Business Banking Account, you can revoke their access.

You must be logged in as a Super Admin to revoke a team member's access.

Step 1: Log in to your account

Log in to your Business Banking Account as the Super Admin.

Step 2: Open Manage Team

1. Navigate to Settings.
2. Click Manage Team.

You will see a list of team members who currently have access to the account.

Step 3: Revoke Access

1. Locate the team member whose access you want to remove.
2. Go to the team member's name.
3. Click Revoke Access.
4. Follow any confirmation prompts that appear.

Once the access is revoked, the team member will no longer have access to the Business Banking Account according to the system's access controls.

Quick Summary

To invite a team member:

Log in as Super Admin → Settings → Manage Team → Invite Your Team → Complete the form → Select a role → Review permissions → Submit

To revoke access:

Log in as Super Admin → Settings → Manage Team → Find the team member → Revoke Access → Confirm

Important Reminder

Team member roles determine what each person can access and what actions they can perform. Before inviting a team member, carefully review the permissions associated with the selected role and provide only the access required for their responsibilities.

Only a Super Admin should be able to invite team members or revoke their access, according to the process described above.