User Team Management Guide

Airwallex's User Management feature offers the functionality to create Teams and add users to these teams, enabling batch assignment of roles. This guide will provide you with step-by-step instructions on managing your teams within your Airwallex account.

Levels of team members

Team admin: A team admin has the authority to manage team members, but does not have the ability to edit the team itself. A team may have either no team administrators or multiple team administrators.

Members: Members have limited access and can only view their respective 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 Admin of the team. A team can have multiple roles. 

To create a team, follow the steps below:

Step 1. Click 'Account' > 'User Management' > 'Teams' 

Step 2. Click 'Create team'

Step 3. Input the team name and click 'Next'

Step 4. On the next page, select roles for your team

Step 5. Click 'Create team'

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Add members to join your team 

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

Step 1. Click 'Account' > 'User Management' > 'Teams' 

Step 2. Click a Team > 'Add members'

Step 3. Input the user's nickname or email of the person you want to add

Step 4. Click Add to team

Promote to Team Admin

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

Step 1. Click 'Account' > 'User Management' > 'Teams' 

Step 2. Click a Team and find the member you want to promote

Step 3. Find the member you want to assign > click the horizontal ellipses > click 'Promote to Team Admin' 

promote team admin.png

Remove Team Admin

A Team Admin, Owner or Admin can remove members’ team admin role.

Step 1. Click 'Account' > 'User Management' > 'Teams' 

Step 2. Click a Team and find the member you want to promote

Step 3. Find the member you want to assign > click the horizontal ellipses > click 'Remove Team Admin

remove team admin.png

Delete teams 

A Team Admin, Owner or Admin can delete a team

Step 1. Click 'Account' > 'User Management' > 'Teams' 

Step 2. Click a Team and find the member you want to promote

Step 3. Find the member you want to assign > click the horizontal ellipses > click 'Delete Team

delete team.png

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