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Team managers

How to assign team members to teams?

Updated over a year ago

Team managers are able to perform admin actions with respect to the members assigned to their teams. This includes inviting and deactivating members, issuing cards for those members, changing card limits, terminating cards, and others. Any member of your organization can be assigned as a manager and can manage multiple teams. To assign a manager for a team, follow these steps:

  1. Navigate to the "Teams" page and click on the edit button of the relevant team.

  2. Click "Edit team members".

  3. Find the member you would like to assign as a manager, hover over the middle column to the right of the member name and click "Assign manager role".

  4. Click "Save". This member will be marked as a manager in the relevant team tile in the "Teams" page.

A member can also be assigned as a manager directly when creating a new team, in the "Add team members" step.

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