How can I see my team members?

Modified on Wed, 29 Nov 2023 at 02:53 PM

All team manager functions are included in the employee app. You can view all employees assigned to your teams by navigating to the "Teams" page in the employee app. If you are assigned as a manager for multiple teams, you can switch between teams by clicking on the team name in the top left corner of the "Teams" page. 


You can manage the settings for your team members by clicking on a specific member and then clicking on the "Edit" menu in the top right corner of the member's details screen. You can edit the member details, reset the phone number and cancel any members who only have a card user role. The actions you can perform on team members who also have the Owner or Administrator roles are limited accordingly. 


On this page, you can also invite new members to one of your teams by clicking on the "Invite member" button in the top right-hand corner. To invite a new member, proceed as follows:


  1. Click on the "Invite employee" button on the "Teams" page. 
  2. If the employee already has a Pay account, select the employee's name in the "Employees" drop-down list, click on "Add to team" and then on "Save". 
  3. If the employee does not yet have an account, enter the employee's name in the "Employee" search field and click on "Invite employee".
  4. Select which of your teams you would like to assign the employee to. You can select more than one team. Please note that employees you invite must always be assigned to one or more of the teams for which you are a manager. 
  5. Enter the title, first and last name and e-mail address of the employee. 
  6. Click on "Send invitation". 


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