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Team and account roles

Who is in your company account, their roles, and adding or removing members.

The team lists each member of the company account with their roles and since when they are a member.

Account roles

  • Account Owner and Account Admin: everything for the account's engagements.
  • Account Finance: Money, documents and the account's payout and tax.
  • Account Member: the engagements assigned to them.

Add or remove members

To add someone, ask them to create a Gateway account; an Account Owner or Admin then adds them by their account. Owners and Admins can remove members here.