Invite Team Members

Invite team members to join your project's Mazlo account to access banking features and account history.

Introduction

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.

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Invite a Team Member to Join Your Mazlo Account

Step 1: Open the Team Settings

On the left-side menu, select 'Settings.' Then from the settings menu, select 'Team.'

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Step 2: Invite Your Team Member and Select their Permissions

Click 'Invite a Team Member'

Enter the team member's name and 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.

Permissions:

A user's permissions will affect what they have access to in their Mazlo account. Here's what each permission includes:

Create:

• Invite team members

• Create a new contact

• Create donation campaigns (if Mazlo Campaigns are activated by the fiscal sponsor)

• Create a grant (If the ability to create grants is turned on by the fiscal sponsor)

Edit:

• Edit payment requests

• Edit the project profile in settings

• Edit, cancel, or re-send user invites

• Change the email of team invites

• Remove users

  • Project admins can remove project staff

• Edit donor acknowledgement letters

  • Change donor, add personalized note

• Edit transactions

• Edit contacts

• Edit donation campaigns

• Edit grants (If the ability to create grants is turned on by the fiscal sponsor)

• Edit profile images

• Add attachments

Money Movement:

• Submit payment requests

• Make mobile check deposits

• Make internal transfers

Then click Send Invite.

Success! Your team member will receive an email inviting them to join the project's Mazlo account.

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Step 3: Review the Team Member's Invitation

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.

If you need to update the user's email, click 'Change Email.'

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.

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Contact Our Team

Please contact our team if you have any questions: [e-mail].