How to set up your Team Members

Why is setting up Team Members important?

We encourage users to set up team members as it unlocks a tons of benefit for you. From fostering real-time teamwork and boosting productivity to ensuring accuracy and streamlining workflows, this feature empowers your entire team to contribute to financial management.

Ultimately, by embracing team members, you create a dynamic and efficient accounting environment that drives better-decision making, smoother operations, and ultimately, a stronger financial foundation for your business.

How to set up Team Members in Biztory? 

1. Click on your profile icon and go to the company tab and click My Users.

2.  Upon arriving, click on Add New

3. You will encounter a form that looks like this and fill up the form ;

3.1 If you'd like to understand more regarding the User Permission, click this link ; How to Create Roles & Permission for your Users?

4. Once you filled up the form, click Save

5. And now your new team member is ready to join on your Biztory adventure.