How can I add team members?

On Bujeti, you can add multiple team members ranging from your admins, accountants, employees, etc. 

Each invited user will be assigned a 'Role' based on the function you want them to perform within their account and the access you want to afford them.

Step 1: Once logged in to your Bujeti Dashboard, Navigate to the side bar and click on Team Management

Step 2: Click on the Add Member button at the top right side

Step 3: There, you’ll see different upload options to choose from.

If you’ll be adding a single member, follow the steps below:

Step 4: Input the name, email address, the role you want to assign them to as a platform user, who will be managing them, the budget you want to assign them to (You can select multiple budgets).

NOTE: You can also create multiple custom roles to suit your organisation’s needs. See how here

Step 5: Click Continue. That’s all.

Now, you’ve successfully added a team member to your Bujeti Dashboard.

NOTE: The people you’ve invited will have unique login details and will need to accept the invitation by signing up for their roles to be active