Instructions for agencies
1. On the left sidebar, select the + button located next to Accounts.
2. Select Team from the dropdown menu that opens.
3. On the Team page, select the blue + Invite User button.
4. Fill in the team member details:
- Name
- Email address
- Select Admin from the dropdown list
- Role: Choose Agency Manager or Agency Accountant from the dropdown list based on the user’s responsibilities.
5. Select Send Invitation.
