Invite Team Members
Invite team members to join your project's Mazlo account to access banking features and account history.
Last updated
Invite team members to join your project's Mazlo account to access banking features and account history.
Last updated
Empower your team members to contribute effectively to your organization’s success by inviting them to join your project's Mazlo account. All team members will be able to access the project's banking details, view the project's transaction history, make mobile check deposits, initiate payment requests, and create donation links.
Click the gear icon.
And select 'Team.'
Enter the team member's name.
Enter the team member's email address.
Select whether this team member is an Admin or Staff*.
*As an 'Admin,' the team member can invite other users to join the account, and as 'Staff,' they will not be able to invite other users.
Click Send Invite.
Success! Your Team Member has been invited to join your project's Mazlo account.
Your team member will receive an email inviting them to join the project's Mazlo account.
You can review a Team Member’s information at any time by clicking on their name.
Before the team member has accepted, you can resend the invitation email.
Click 'Change Email' to update the user's email address.
Finally, you can cancel the user's invitation by clicking 'Cancel Invite.'
When the team member's invite is pending, the icon next to their name is grey. Once they accept their invitation, the icon next to their name will turn green.
Please contact our team if you have any questions: support@mazlo.com.
