Workflow
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1
Invite teammates
User menu → Team → Invite a teammate. They get an email to choose their own password. Teammates run organizations and payments; payout accounts, cashouts and the team stay with the owner.
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2
Account managers
On a customer's support view, the owner chooses which teammate looks after them. Their name shows on Customer health.
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3
Referral link
The dashboard shows your referral link. Anyone who signs up through it and creates an organization becomes your customer automatically.