How do I add a new user to my account?

You can add a new user to your Airwallex account by following these steps:

Step 1. Click 'Account' > 'User Management' > 'Invite user'

Step 2. Add email address, nickname and (optional) select an existing user as "Manager" > 'Next'

Step 3. Select a role for your user > 'Send invitation'

For adding new owner(s) to your account select the Owner role for your user > 'Continue'. 

This doc refers to managing users on our old user model. For accounts using our new user model, please raise a support request here for ownership changes. 

Note: Adding a new Owner can only be initiated by an existing Owner. You will be required to agree to an additional pop-up window when you invite a new Owner. The goal is to have you double confirm the action before you proceed to the next step, as Owners will have total control over your Airwallex account. 

Please select which individual is the newly invited Owner from the list of verified business owners when activating your Airwallex account > 'Submit'.

Note: Newly invited Owners should be a verified business owner, and will be asked to verify their identity to activate their Owner role. If they are not a verified business owner, select “None of the above” and this action will serve as granting them the authority to act on behalf of your business. You will only see the "None of the above" option if you are already an existing verified business owner. 

Step 4. Click 'Done'

Note: If there are more than one Owner on your account already, adding a new Owner will require an additional approval from any of the existing Owners. The additional approval will be sent as an email to existing Owners.

Step 5. The newly invited Owner will be sent a confirmation email. Ask them to click the link in the email and follow the prompts to set up their account and verify their identity.

Step 6. Once they've set up their account and verified their identity, go back to 'Account' > 'User Management' and check that their status is 'Active'.