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Adding and managing team members
Adding and managing team members
Marcela Lobos avatar
Written by Marcela Lobos
Updated over a week ago

To invite new team members, navigate to Manage > Invite from your dashboard. From there, click the Invite bottom at the top right corner of the screen.

You’ll be asked to provide the new member’s first and last name and email address.

On the second screen, you’ll be asked to select their permissions. As of now, you can invite new team members as admins or employees.

Admins have full access to your Sivo account and can make deposits, transfers, create cards and manage team members. Employees can initiate transfers, and they’ll need to be approved by an admin before the transfer can be initiated.

If you need to remove a team member, please contact support by clicking the live chat button at the bottom of the screen.

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