Go to Settings → Team → Invite. Each person gets an email invitation and sets up their own login and two-factor authentication.
Roles
- Owner – full control, including closing the account. There must always be at least one owner.
- Admin – everything except closing the account and changing owners.
- Finance – make and approve payments, manage cards, export statements.
- Viewer – read-only access to balances, transactions and statements.
You can change a role or remove a person at any time from the same page. Removing a person cancels their cards immediately.