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From the Team Member tab, click the blue +Add Team member button.
Fill in email (required) and First & Last name (optional).
Click the green Add Team Member button and activate the Administrator switch to green, if necessary.
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*By clicking this switch, you can elect to allow this to team member to create, update, and remove other team members as well by making them an administrator. |
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The New Team member will receive an email inviting them to create an account. “Invite Pending” will display under their account until they accept the invite.
How to Invite a new Managed Account to an Organization
An example of a "managed account" is a client or customer whose crypto transactions you would like to track and manage for tax reporting, accounting and compliance purposes.
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