As a company owner or manager, you can add new managers to your team. Keep reading to learn more!
Step 1. Go to the Account preference on the Remofirst platform.
In the Managers tab click Add manager.
Enter the new manager's first name, last name, and email address. Indicate whether this manager is a billing contact or not, and click Add to send an invite to your team member.
The Billing contact is the person who will receive email notifications about invoices and invoice payments. At Remofirst, you can have more than one billing contact, and both company owners and managers can be assigned as billing contacts.
Once added, your new manager will receive an email invitation to join the team at the Remofirst platform.
Editing information
If you need to edit information about your managers, click on the pencil icon.
You will then be able to edit your team member’s first or last name, as well as assigning the group for the user.
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You can see the selected manager’s current groups at the top of the modal. To manage this:
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To assign a group to the selected manager: Click on the “+” button next to the group.
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To un-assign a group from the selected manager: Either click on the “
“ button next the group, or click on the “
” button next the group at the top of the modal. -
To view more information about a specific group: Hover over the “
” button next to the group.
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Once done, click on the “Save” button to save your changes.
Deactivation
If you need to deactivate a manager from your company, just click on the bin icon next to the manager info and select Deactivate.