Articles on: Dashboard FAQ

How can I give access to the Airwallet dashboard to my colleagues? (Add team member/Add login)

To give access to your team members, follow these steps:

Log in to the Airwallet dashboard at:

Navigate to 'Settings' and select 'Team members.'

Click on 'Add member.'

Choose the type of access you would like to provide to your team member. If you are unsure about the different team roles and their access levels, please refer to this article.

If you have selected 'Bookkeeper,' simply click 'Add bookkeeper.' Otherwise, click 'Send invite.'

If you have sent an invite, the member will receive an email with an invitation to join the Airwallet Dashboard.

After accepting the invite and providing the necessary details, your team member will have access to the dashboard.

Updated on: 11/04/2024

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