👥 Adding Team Members & Managers
Want to give your business manager, agent, accountant, or anyone else access to your sales data and royalty statements? We’ve made it easy to set them up with their own account so you don't have to share your login credentials.
🛠️ How to invite a team member
Adding a new member takes less than a minute:
- Navigate to Payee Settings and click on the Team tab.
- Enter the new team member's email address.
- Choose their Access Level and Role (see the breakdown below to choose the right one).
- Click the Add Member button.
Your team member will receive an email notification letting them know they’ve been added to your account. It’s that simple!
Add User.mp4
🔑 Understanding Access Levels
It is important to choose the right level of permission to protect your account security.
- Admin: Can do anything. An Admin can change the name, phone address, bank, and tax information, and manage other users. Only give this to someone you trust implicitly, as they have full control over the account.
- Editor: Can view and edit all information (including bank and tax info), but cannot manage additional users. This should also only be given to a trusted partner.
- Viewer: The safest option for general staff. Viewers can see sales data and royalty statements, but cannot see bank/tax information, change account details, or manage users.
🏷️ Custom Roles
Are you looking for a specific job title (like "Tour Manager" or "Legal Counsel") that isn't appearing in the dropdown menu?
