Add or Invite Members to Partner Account

A guide on how to invite and add members using email address on your EukaPay Partner Account.

First, make sure you are signed in to your EukaPay Partner Account and you can access the Dashboard which should look similar to the below image.

Step 1: Access the Settings Page:

From the Right-Top corner, tap on your user name to open a drop-down menu. Click on Settings to open the settings page.

Step 2: Access the 'Team' Settings
Click on the Business Tab on top and then the Team option on the left to open up the Team Settings.

Step 3: Invite a member
Under the Invite Member section,  you may invite a member of your organization to your EukaPay Partner Account. Enter their First Name, Last Name, Email Address, and the Role. 
*Note: The email address of the member being invited cannot be associated with another EukaPay account.

Step 4:  Manage team members
Once a team invite has been sent you can see them in the Manage Team Members section.

Step 5: Request Acceptance
Once the request is accepted their status will show Active.

Step 6: Congratulations! A new member can access your Partner Account

In case you need to modify the invite request
You can take actions on Sent Invites like Edit, Resend, and Delete using the Three Dots option.

In case you need to modify a member:

You can Edit or Delete a Member using the Three Dots option.