Video Walkthrough
https://youtu.be/j9p53zOMxtU
Step-by-step
How to Invite a new Administrator to an Organization
First, Log into http://balance.node40.com with an account that has an Administrator role. If you do not have this type of access, please reach out to your NODE40 account manager.
From the Team Member tab, click the blue +Add Team member button.
Fill in email (required) and First & Last name (optional).
*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.
Click the green Add Team Member button.
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.
To add a Managed Account, navigate to the Managed Accounts tab, click +Add Managed Account.
Enter a display name. Toggle the switch green to “Allow this user to manage their own data.”
*By keeping the switch grey, only Team Members or Admins will be able to manage the data on behalf of the client/managed account. There is no client email required if the switch is kept grey.
Enter the email address (required) of the new user and their First & Last name (optional).
Click the green Add Managed Account button.
The New managed account user will receive an email inviting them to create an account. “Invite Pending” will display under their account until they accept the invite.
*To re-send invites, click the 3 dots … on the right hand side where it says “additional options”.