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Managing your team

Inviting people and choosing roles.

Give everyone their own login rather than sharing one. Shared accounts make the audit trail meaningless and mean a departure forces a password change on everybody.

Inviting someone

  1. Go to Settings, then Team Management.
  2. Enter their email address and choose a role.
  3. They receive an invitation to set their own password.
  4. Ask them to enable two-factor authentication as soon as they are in.

Choosing a role

Grant the narrowest role that lets someone do their job. Access to payout settings in particular should be limited to the people who genuinely need it.

Remove access the day someone leaves, not at the end of the month. Their sessions end with the account.

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