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Manage Profile

You can view the business details of the Linked Account under the Profile tab. To view and manage profile:
  1. Log in to the Linked Account Dashboard and click Account Settings. The Profile section appears as shown below:
  2. You can perform the following actions: Change Password and Change Display Name

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Manage Team

The admin of the Linked Account can invite other team members to view the Dashboard by entering the email addresses. These team members have view access except access to Bank Details and Manage Team. To invite team members:
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Step 1

Log in to the Linked Account Dashboard and click Account Settings menu from the left pane.
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Step 2

Go to Manage Team tab.
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Step 3

Enter the email address of the member you want to invite and click Send Invitation.
An email is sent to the member. They should accept the invitation from their Profile section.