ADDING MEMBERS TO YOUR TEAM
TEAM ROLES
You can set different levels of access for different team members. As the person purchasing the membership – you are automatically the Owner of the team.
OWNER | MANAGER | MEMBER | |
---|---|---|---|
Manage billing | Yes | - | - |
Invite users | Yes - can add members and managers | Yes - can add members | - |
Remove users | Yes | Yes | - |
Access membership | If ticked yes to take up a seat on the team | Yes | Yes |
PENDING MEMBER INVITATIONS
Until members accept their invitation, they will show as “Pending Invitations”.
By clicking on “Pending Invitations” the owner or manager can resend the invitation, cancel the invitation, or change the new user’s role.
MANAGING MEMBERS
Once members have accepted their invitation, and logged in, you can manage them within the “Members” tab.
MANAGING BILLING
IF PAID VIA CREDIT CARD:
Your annual renewal will be automatically renewed.
If you need to update your credit card details, go to “My Account” > “Subscriptions” > “View” > “Change Payment”.
IF PAID VIA INVOICE:
You will need to manually renew your subscription by going to “My Account” > “Subscriptions” > “View” > “Pay”.
DOWNLOAD GST INVOICE
A GST invoice will be attached to your payment confirmation email.
You can download another copy by going to “My Account” > “Subscriptions” > “View” > “Invoice”.