This guide will take you through the functions to manage your teams in your account on the Airwallex Web App platform. 

 

Manage Teams in Your Account

Levels of team member 

Team lead 
The Team lead can manage the team members, but can’t edit the team. A team can have no team lead or multiple team leads.

Members
The Member can only view their team.

 

Create a team 

An Owner or Admin can create a team in their account. Once they create the team, they will become a Team Lead of the team A team can have multiple roles. 

To create a team, follow the steps:

1. Click Teams 
2. Click Create team 
3. Input the team name 
4. Select roles for your team
5. Click Create team

Add members to join your team 

A Team Lead can add members to join the team. 
To add members to the team, follow the steps:

1. Click a Team 
2. Click Add members
3. Input the user's nickname or email of the person you want to add
4. Click Add to team

 

Promote to Team Lead

A Team lead, Owner or Admin can promote members to a Team Lead. 

1. Click Teams
2. Find the member you want to assign, and click Promote to Team Lead 

 

Remove Team Lead

A Team Lead, Owner or Admin can remove members’ team leadership.

1. Click Teams 
2. Find the member you want to remove leadership, and click Remove Team lead 

 

Delete teams 

A Team Lead, Owner or Admin can delete a custom role

1. Click Teams   
2. Find the teams you want to delete, and click Delete team 
3. Confirm and click Yes, Delete