Team and roles
Invite credit managers, and what admins and credit managers can each do.
Invite everyone who reviews credit, so nothing waits on one person.
Inviting someone
- Open Team
Enter their email and pick a role.
- They get an email
It has a private link to join your desk. The link works once.
- They join
They create their account, and they are on your desk with the role you picked.
Who can do what
| Admin | Credit manager | |
|---|---|---|
| Review, approve and decline files | Yes | Yes |
| Add notes and assign reviewers | Yes | Yes |
| Resend reference requests | Yes | Yes |
| Export applications to CSV | Yes | Yes |
| Invite, remove and change roles | Yes | No |
| Edit branding, terms and the apply link | Yes | No |
| Choose the plan and manage billing | Yes | No |
Admins can change a teammate's role or remove them from the Team page.