How to add a Team (Admin Only)
Why have teams?
To help manage the list of Members, the Admin can create different teams. These teams can be used to filter booking activity and invoices.
I already have a team?
After creating an account, a default team is made, Members will be added to this team by default.
How do I create a new team?
To create a new team, click ‘Create Team’ within the ‘Members & Teams’ tab and fill in the required information.
Can I give them access to stored payment cards?
Yes, if payment cards have been added to the account, these can be assigned to a team using the ‘Assign payment card’ dropdown.
When adding a new member their team can be selected within the ‘Assign to team’ dropdown.
How do I add an existing member to a new / different team?
Existing members can be moved to a new / different team by clicking ‘edit’ button next to the Member with the ‘Members’ list.
Please note: each member can only be in one team