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:
- Click Teams
- Click Create team
- Input the team name
- Select roles for your team
- 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:
- Click a Team
- Click Add members
- Input the user's nickname or email of the person you want to add
- Click Add to team
Promote to Team Lead
A Team lead, Owner or Admin can promote members to a Team Lead.
- Click Teams
- 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.
- Click Teams
- 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
- Click Teams
- Find the teams you want to delete, and click Delete team
- Confirm and click Yes, Delete