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.
Related Articles
Understanding Default Roles in Duplo Spend: A User Guide
Introduction Default roles in Duplo’s Spend Management product are predefined sets of permissions that simplify user access management within the platform. These roles make it easy to assign appropriate privileges, ensuring consistent access control ...How to Add New Business or Sub-Location
Introduction Adding new entities to your account helps you seamlessly manage finances across all your businesses from one centralised platform. Whether you need to create a new business or add a new sub-business location, this guide will walk you ...How To Sign Up on Spend
Introduction Welcome to Duplo! We're excited to have you. Whether you're here to manage your business payments, streamline operations, or collaborate with your team, signing up is a breeze. This guide will walk you through the simple steps to create ...How to assign an Out-of-Office Approver
Introduction Duplo Spend allows you to assign a team member to receive and approve reports submitted to you during your absence, ensuring uninterrupted workflow for your business account. This guide will show you how to set up an out-of-office ...How to Activate Your Business on Spend
Introduction Welcome to our guide on activating your Duplo business account! This walkthrough will help you set up quickly, whether you're a startup or an established company. In a few steps, you'll be ready to use Duplo's tools for managing ...