Under Professional Details, you will see the platform(s) tied to your account. Once a platform is selected, you can invite team members associated with that platform. Note that your account can have different team members for each platform it is associated with (i.e. if you invite a user to share your Kavholm account and also have a Deliverly account, the user will only be able to see Kavholm activity until you also invite them to the Deliverly account).
You can invite up to 24 additional users via email.
Upon accepting an invitation to your platform’s dashboard, new users will be prompted to identify themselves via SMS to the phone number they provide.
Once onboarded, invited users have the same level of access as the account opener and are able to manage all parts of the account tied to the platform in question, including but not limited to tracking earnings, updating payout details and managing tax forms.