Overview
Once you've set up your account, you can invite anyone to your account and start collaborating. Whether you want to invite your operations manager, billing specialist, or accounting firm, inviting a new user to your Fazeshift account is easy.
How it works
When you invite a user to Fazeshift, they will receive an email with a secure link to sign up and join your team on Fazeshift. You can view invite status, resend an invite, or delete an invite before the invitees have accepted.
When inviting users to Fazeshift, select their role to ensure all users on your account are set up with the proper permission and restrictions.
Steps
- Go to: Profile (your name in the bottom left corner) > Manage Team
- From here you will see all current team members and pending invites.
- Click "Invite people".
- Enter their email address.
- Select a role from the drop-down menu.
- Click "Send invite".
- You will see their invite under "Pending invites". You may delete an invite at any point before the invitee has accepted.
- Once accepted, you will see the user in the "Team" table. You can adjust any team member's role from here.
Fazeshift was designed with teams and accounting firms in mind so collaboration is a breeze.