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Getting Started ยท Guide 4

Invite your team

Open the business team settings and invite each person with their own email address. Assign the minimum role and permissions needed for their work. Avoid shared accounts because in...

Open the business team settings and invite each person with their own email address. Assign the minimum role and permissions needed for their work. Avoid shared accounts because individual access makes approvals and audit activity easier to understand.

Review pending invitations and remove access promptly when a team member no longer works with the business.