Getting Started with Team Collaboration

Assignar Pay works best when your entire team is on board. Follow these steps to get your organization set up and invite your team members.

Step 1: Create an Organization

Before inviting team members, you need to create an organization:

1. Sign in to your Assignar Pay account
2. Navigate to your dashboard
3. Click on the "Create Organization" button
4. Enter your organization name and other required details
5. Click "Create" to set up your organization

Step 2: Invite Team Members

Once your organization is created, you can invite team members:

1. Go to your organization dashboard
2. Navigate to the "Members" section in the sidebar
3. Click "Invite Member"
4. Enter the email address of the person you want to invite
5. Select the appropriate role for the team member
6. Click "Send Invitation"

Your team member will receive an email with instructions to join your organization in Assignar Pay.

Step 3: Manage Team Permissions

Different team members may need different levels of access:

• Owner: Full access to all features and settings
• Admin: Can manage most settings and team members
• Member: Basic access to use the platform
• Manager: Can manage most settings and team members
• Customer: Customer users have limited access to the platform, such as viewing invoices, dockets and timesheets.

You can change a team member's role at any time through the Members section.

By bringing your entire business onto Assignar Pay, you'll streamline your operations and improve collaboration across your team.