Adding Members to your Organization

To add members to your organization, click "more" from the top menu, then click Settings. From there, click Members from the left menu. Here you will be able to click the button called Add Members + 

You can add one or multiple new members:

The newly invited members will receive an email invitation to join the organization. If the member already has an existing Payments AI user account, they can simply login to add the new organization.

If they do not already have a user account, they should click the Create Account link as shown here:

Accepting a Request for Access

If someone requests access to your organization via your workspace, from your Payments AI dashboard go to Settings > Members, then you can Approve or Deny the request:

Once the approve button is clicked, a pop-up window will appear where you can choose the role for the new member. There are three roles to choose from: Admin, Editor and Reader.

Once access is granted, you will see the new member in your list of members where you will have the ability to edit their role or remove access by clicking the three dots on the far right:

If you have any additional questions, please contact our Support Team by clicking the support widget in the bottom right corner of this page or email us at [email protected].