Team Members

Why are there already Team Members users associated with my account?

Any existing Expense Card holders will appear as Team Members users, unless you archive their Team Members profile.

You’ll need to provide view-only access if you’d like them to have read access to your account:

  1. Open the drop-down menu in the top right corner of the app
  2. Tap Go to settings
  3. Tap Manage team
  4. Tap Add a team member
  5. Enter their details
  6. Tick View-only

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