Organize Your Members

Admins can click People under the Admin tab to view existing members and edit any member in their account.

Click a member's name to edit any attributes about the person, including:

  • first and last name
  • employee ID (optional)
  • role: admin, accountant, manager, reviewer, member
  • Supervisor (optional)
  • Teams (optional)

Please note, emails cannot be updated by the Admin. If a member's email needs to be updated, please email



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