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.
- How to create a team
- How to add team members to a team
- How to promote a team member to team admin
- How to remove a team admin
- How to delete a team
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'
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'
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'
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'