What is the Manage Members feature?
The Manage Members feature in the Elevate app enables organisations to manage access and permissions for their team members. Administrators can invite, assign roles, and track the status of team members, ensuring secure and efficient collaboration within the app.
This feature is particularly useful for:
Role-based Access Control: Ensuring that team members have permissions appropriate to their responsibilities.
Collaboration: Allowing multiple users to work on payments, approvals, and financing tasks without compromising security.
Security and Traceability: All team members are verified through MyInfo to easily verify their identity.
What roles can I assign to my team members?
Role | View Transactions & Statements | Create & Edit Payments | Manage Financing | Manage Members | Access Type |
Controller | ✅ | ✅ | ❌ | ❌ | Partial Access |
Viewer | ✅ | ❌ | ❌ | ❌ | Read-Only |
How does it work?
Inviting Team Members:
Administrators invite team members by entering their email, phone number, and assigning a role.
An invitation is sent via email for the team member to set up their account.
Verification:
Team members must verify their identity using MyInfo during the onboarding process.
Once verified, their email and phone number cannot be changed.
Assigning Roles:
Roles define the permissions of each team member (Controller or Viewer).
Administrators can update roles or deactivate team members as needed.
Status Management:
Track whether a member is Active, Pending, or Deactivated.
Resend invites for pending members or deactivate users who no longer require access.
FAQs
1. What roles can be assigned to team members?
Roles determine the level of access and actions team members can perform:
Controller: Can create, approve and manage payables and receivables.
Viewer: Read-only access; cannot perform any actions.
2. How do I invite a team member?
Go to the Settings -> Manage Members section in the app or web-app.
Click + Invite Member.
Enter the team member’s email, phone number, and assign a role.
Click Send Invite.
The invitee will receive an email with setup instructions.
3. What happens if I enter the wrong email or phone number?
If the user has not yet verified their identity, you can update their details and resend the invite with the correct details.
If the user has already verified their identity, their email and phone number cannot be changed. You must:
Deactivate the existing team member.
Send a new invite with the correct details.
4. How does MyInfo verification work?
After accepting the invitation, the team member is required to verify their identity using MyInfo.
This ensures that the individual matches the details provided during the invitation process.
5. Can I change a team member’s role after they are added?
Yes, you can update a member’s role at any time. To do this:
Go to Settings -> Manage Members.
Select the member whose role you want to change.
Choose a new role from the dropdown menu.
Click Save.
6. What does the status of a team member mean?
Pending: The invite has been sent, but the user has not completed the setup process.
Active: The user has verified their identity and can access the account based on their assigned role.
Deactivated: The user no longer has access to the account.
7. How do I resend an invitation to a pending member?
Go to Manage Members.
Find the member with a Pending status.
Click on their details and select Resend Invite.
8. What should I do if a team member leaves my organisation?
Go to Manage Members.
Select the member you wish to remove.
Click Deactivate to revoke their access.
9. Can a deactivated team member be reactivated?
Yes, deactivated team members can be reactivated.
Go to Settings -> Manage Members.
Find the member with a Deactivated status.
Click on their details and select Re-activate.
They will be able to log back into your company's Elevate Account right away.
10. What should I do if a team member’s contact information changes?
Since email and phone numbers are locked after MyInfo verification:
Deactivate the team member with outdated information.
Invite them again using their new contact details.
11. Can I view activity logs for each member?
Currently, the app does not show detailed activity logs per member, but their role and status provide clarity on what actions they can perform.
Best Practices
Double-check Details: Ensure email and phone numbers are correct before sending invites.
Assign Roles Wisely: Provide only the necessary permissions to reduce security risks.
Monitor Statuses: Regularly review the status of team members to ensure only active users have access.