How to Add Team Members on Spend
Introduction
Adding team members is a crucial step in managing your business operations effectively on Duplo. This guide will walk you through the process of adding team members to your Duplo account, helping you streamline your workflow and maintain proper access control. By setting up team members, you'll be able to collaborate efficiently and securely with your colleagues, employees, or other business partners.
Let’s dive in!
To begin
- Log into your Duplo Dashboard
- Click on Settings
- Click on Team Members then click on New Team member
- Fill in the required information like email, job title(optional), department(optional), and assign a role as shown below:
You have successfully invited a team member. To learn the meaning of each role click here
Note: The people you have invited will need to set up their accounts and sign in for their roles to be active. For instructions on completing sign-up as an invited user, click here.
Watch The Full Video Guide
To see these steps in action and ensure you didn't miss anything, the video below provides a complete, step-by-step guide on how to add team members on spend.
Frequently Asked Questions
- What is the purpose of adding a job title when you already have pre-defined roles?
- The job title field allows you to provide additional context about a team member's role within your organization. While pre-defined roles in Duplo determine access levels and permissions, job titles offer more specific information about an individual's position.
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