1. Login to your account

2. Click "Teams"

3. Click "Manage Teams"

4. Click "Create new Team"

5. Enter Team Name

6. Enter Team Members individually by typing their email address and clicking "add member" or load multiple members at once by clicking "import list" and follow the instructions

7. Enter Admin Notes for Team Members if you wish (e.g. employee #, department)

8. Check the admin box to give administrative rights to any Team Members, which gives them access to manage team funds, transfers, member settings, and reports

9. Click "Create Team" to save changes


What are Team Settings?
How many Teams should I setup?

How do I add members to the team?

See all articles For Team Admins

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