Team Member Management in the Remitian Platform

Key Steps

1. Access Team Management

• From the homepage and dashboard of the Remitian platform, navigate to Team Management.
• This section allows you to manage various settings related to team members.

2. Manage Team Members 

• In the Team Management section, you can:
  • Add a new team member.
  • Edit existing team member details.
  • Delete a team member from the platform.
  • Transfer clients owned by a team member.
  • Re-invite members if their invite has expired.

3. Add a New Team Member 

• To add a team member, fill in the following details:
  • First Name
  • Last Name
  • Other required information.

4. Assign Role to Team Member 

• Select the appropriate role for the new team member:
  • Admin: Full access to all features.
  • Accountant: Access to everything except administrative settings, primarily client-focused.
  • Team Member: Can own clients and send approvals directly to clients.
  • Stakeholder: Requires visibility of the platform without interaction.

5. Set Client Access Permissions 

• Choose which clients the new team member will have access to by selecting the relevant team members.

6. Send Invite 

• After setting permissions, click Continue to send an invite to the new team member.
• The invite status will be highlighted and will change to Accepted once the invite is accepted.

7. Enable Two-Factor Authentication 

• When adding a phone number during setup, two-factor authentication will be activated.
• This requires the team member to input a six-digit code sent to their mobile device upon login.