Adding someone to your team

In shortInvite a colleague from the dashboard and pick their role as you go. They set up their own sign-in, and you can change the role later.

Team access is invitation based. You send the invite, choose what that person can do, and they set up their own sign-in from the email they receive.

  1. Open your team settings from the dashboard.
  2. Enter the person’s email address.
  3. Choose their role: Admin, View only, Initiate a transaction, or Approve a transaction.
  4. Send the invite. They set up their own passcode and authenticator, the same way any Ortix sign-in works.

Give the narrowest role that lets someone do their job. It is quicker to widen a role later than to explain a payment nobody meant to send.

See Business team roles and permissions for what each role covers.

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