Manage Profile and Team - Linked Account Dashboard

Manage your Linked Account profile and add team members from the Linked Account Dashboard.


Linked Account users can access and manage their:

You can view the business details of the Linked Account in the Profile.

To view and manage profile:

  1. Log in to the

    and click Account Settings. The Profile section appears as shown below:

  2. You can perform the following actions:

  • Change Password
  • Change Display Name

The admin of the Linked Account can invite other team members to view the Dashboard by entering the email addresses. These team members have all view access except Bank Details and access to Manage Team.

To invite team memebers:

  1. Log in to the and click Account Settings menu from the left pane.
  2. Go to Manage Team tab.
  3. Enter the email address of the memeber you want to invite and click Send Invitation.

An email is sent to the member. They should accept the invitation from their Profile section.


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