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