You can add a team member by navigating to Business Settings / Team / New Team Member and amending all of the required fields. Once this form is submitted successfully, an email will be sent to the email address you specified containing login instructions.
Roles
You can have 3 types of team members, each of which can only be tied to one specific business you have set up in your invoicely account:
- Admin
- This is an admin user who will - apart from the invoicing - be able to make adjustments to your Business Settings.
- Staff
- This is a staff user who can only do invoicing on behalf of the business. They will not be able to adjust your business settings.
- Read-only
- This is a read-only user who can only see your invoicing activity
Reset password for Team Members
Team members are handled differently than account owners at invoicely, that's why they cannot reset their password themselves. To get your password reset in the case of being a Team Member, you just have to contact the owner of the account (the person who sent you the invitation) and he/she can do it for you by navigating to Business Settings / Team, click on the Pencil icon on the team member you want to access, tick the option ☑ Reset account password, and click on Save.
The team member will get an email with the new password and reset instructions.