CashFlowMapper - Team Members

Team Members

All accounts initially start as trial accounts. Once you convert that to a paid subscription, you can add team members to your account, or users to specific workspaces with either view or edit access.

Adding Team Members

Team members are added or removed by clicking on your Username, and then “Team”.

• You can’t add an email address which is already subscribed.
• Team members cannot add or delete workspaces.
• Team members have full access to your entire account apart from subscription information. If you only want to grant them access to certain workspaces and / or only be able to view plans, then refer to the Sharing Workspaces article.

Removing a Team Member

This is done by simply clicking “Remove User” against a user’s name at the “My Team” page.

Team members can also remove themselves.