How do I add a new user to my account?

This doc refers to adding users on our original user model. For information on our new user model, see new user management guide.

Determine your user model

When you log in to Airwallex, your company is associated with either one user model or the other. To determine the one you’re using:

• Navigate to ‘Settings’ > ‘User Management’.
• If you see a Teams tab at the top of User Management, you’re on our original user model.
• If you do not see a Teams tab at the top of User Management, you’re on the new user model.

This guide covers the following aspects of user access management in Airwallex’s original user model:

• How to invite a new user
• How to invite a new Owner user
• How to join Airwallex as an Owner user

How to invite a new user

To invite a new user, follow the steps below:

1. Navigate to 'Settings' > 'User Management'
2. Click ‘Invite user’
3. Fill out the user details
4. Choose their role
5. Send the invite

How to invite a new Owner

This refers to managing Owners on our original 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 can add a new Owner 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 the Owner role for your user > 'Continue'. 

Note: 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. 

Step 4. 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. If the person you want to select has a "locked" icon, please contact us with a screenshot so we can help you troubleshoot further.

Step 5. 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 6. The newly invited Owner will be sent an invitation email. Ask them to click the link in the email and follow the prompts to set up their account and verify their identity. Once they've set up their account and verified their identity, go back to 'Account' > 'User Management' and check that their status is 'Active'.

How to join Airwallex as an Owner user  

If you are invited as an Owner user, please follow the steps below to verify your identity to activate your Owner role:

Step 1. Look for an email that looks like this to accept the Owner invitation. Please note: You will need to undergo identity verification including a liveness check. We highly recommend you do this on a computer. You will need your mobile phone and ID document on hand.

Step 2. Provide your full legal name, mobile phone number, and create a password. Enter the 6 digit OTP code to continue to your Dashboard. Existing users can log in directly to dashboard.

Step 3. Once you’re in the dashboard, go to "Activate your Owner role" task banner at the top of the page and click Proceed. It'll also show up under the "Tasks" > "View all" list.

Step 4. Follow the instructions on-screen to: 1. Review your personal details (pre-filled), 2. Provide ID details (if necessary) 3. Complete a liveness check using your mobile phone on the next step after clicking on Verify.

Step 5. For the liveness check, simply: 1. Scan a QR code using your mobile phone, 2. Follow onscreen instructions for ID verification & liveness check process on your phone.

Step 6. Upon successful verification, you will receive an email notification confirming successful verification. If ownership is not verified within 1 hour, your ID verification may require manual review.