How to invite new members?

A member is any participant linked to your Workspace. There are different access profiles, each with specific permissions. Below, we detail what each profile can do:

• Administrator: Full access to all account features, including moving funds without needing approval. Additionally, this is the only profile that can add members to the workspace.
• Financial: Can view the statement, manage billing, and access cost centers.
• Compliance Operator: Responsible for actions related to the compliance area, such as opening and responding to court orders (MEDs - Meios Eletrônicos de Pagamento or similar legal processes).

At some point, you may need to invite new members to your Workspace. To do this, follow the steps below:

1. In the top menu, click on Members:
   
2. Next, click on "New members":
   
3. Select the permission and enter the email to send the access invitation:
   

The member added will receive an email with instructions on how to access the Workspace.

If you need help defining the most suitable profile or configuring access, speak to our support team.