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How to invite and delete staff members

  • Updated

 

To invite your staff into your Weel account:

  1. Open the People page

  2. Click Invite People

  3. Enter in the email address of the staff member you would like to invite to Weel

  4. Select the staff members access level:

    • Admins: can do and see everything in Weel. They can create and edit budgets, invite staff members, create and edit subscriptions, manage account settings and make payments.

    • Team Members: can make payments, complete expense reports, request top-ups and view their own budgets. They are not able to create budgets, view the account balance or other user's budgets and transactions and they cannot adjust your people or account settings.

    • Accountants: can view budgets, edit expense data, export transactions and configure accounting. and expense management settings. They are not able to make payments, create budgets or subscriptions or transfer funds into your account balance.

  5. If you’d like to send multiple invites in one go, click Invite another and enter the new email address and access level

  6. Click Send Invite

Staff members will receive an email with a link to create their Weel account.

To delete staff members from Weel:

  1. Click the red bin next to their name

  2. Click Remove on the confirmation pop-up

Deleting a staff member will automatically close all their cards and the staff member will no longer be able to access Weel. Their transaction history can be found on the transactions table.