How to Add Team Members on Spend

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

  1. Log in to your Duplo Dashboard
  2. Click on Settings
  3. Click on Team Members then click on New Team Member
  4. Fill in the required information like email, job title(optional), department(optional), and assign a role then click on "send invite" 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


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