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Manage Profile and Team - Linked Account Dashboard

The Linked Account users can access and manage their Profile and Team.

Manage Profile🔗

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

To view and manage profile:

  1. Log into the Linked Account Dashboard. and click Account Settings. The Profile section appears as shown below:

  2. The following operations can be performed here:

  • Change of Password
  • Change of Display Name

Manage Team🔗

The admin of the Linked Account can invite other team members to view the Dashboard by entering the email addresses. These team members are allowed to access all views except access for Bank Details in Profile and the Manage Team feature.

To invite team memebers:

  1. Log into the Linked Account Dashboard. 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. The invited members should accept the invitation from their Profile section.

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