Team Management

This page provides all the details related to our team management module.

General

In this section, you will be able to manage all of the details of your team within Equility. Simply click the 'Invite a team member' button, in order to invite a team member to collaborate with you on Equility.

Invite Teammate

When you click the 'Invite a team member' button, you will be presented with a few prompts that need to be answered:

• Member Info

  • List the member's email address

• Team

  • Assign them to one of your teams. If you only have one account, then you will see this list default will a single dropdown of your name.

• Member Role (Three Options)

  • Admin

    • Full access to Equility, and the ability to manage organization settings, company settings, and to add/delete users.

  • Member

    • Full access to Equility, and the ability to manage company settings.

  • Guest

    • Read-only access to financial review reports and company analytics.

• Company Access

  • Choose the companies that you would like this user to have access to.

The status of any users who have been invited but who have yet to accept their invite can be found under the 'Invited' tab.

Lastly, you can change your team name under the 'Settings' tab within the team management section.