Adding team members to Settle 🤝

Once you create a Settle account, you'll be able to add as many team members—whether internal coworkers or external accountants/financial advisors—as you'd like. There's no per-seat pricing, so you can add new team members at any time for no additional cost.

Access Settings > Team by clicking the gear icon in the left panel of your Settle account. On the bottom of the page, you will find the button "Invite team member." Click on "Invite team member."

When sending an invite to a team member, you can assign a user role for the new team member. The different user roles have different permissions.

To deactivate a team member, Access Settings > Team. Click on the gear to the right of the user that you would like deactivated.

Click on the lower left button "Deactivate."