Managing Team Members

Overview

You can invite team members from your organization to help manage payments and approvals on LiquidTrust. Admins can also change roles and remove members as needed.

When You Would Use This

You want to add, update, or remove colleagues from your LiquidTrust account.

How It Works

Team members are invited by email and assigned a role (Admin or Manager). Each team member must complete their own identity verification if required.

Steps

Inviting a Team Member

1. Go to Settings > Team Roles & Policies, or click Add Team Member from the dashboard Quick Actions.
2. Click Add Team Member.
3. Enter the team member's email address and select their role.
4. Click Send Invite.

Editing a Team Member's Role

1. Go to Settings > Team Roles & Policies.
2. Click the edit icon next to the team member's name.
3. Update their role and confirm.

Removing a Team Member

1. Go to Settings > Team Roles & Policies.
2. Click the remove icon next to the team member's name.
3. Confirm the removal.

Managing Pending Invitations

For team members who have not yet accepted, you can:

• Resend the invitation email
• Cancel the invitation

What Happens Next

Invited team members receive an email with a link to join. Once they accept, they can access the account based on their assigned role.

Notes

• Only Admins can invite, edit, or remove team members.
• Pending invitations are also visible on your dashboard under Pending Invitations.

Related Articles

• User Roles & Permissions
• Approval Policies