Teams
Once your business wallet is live, Teams appears in the sidebar. It’s where you bring in people who need access to the account without being owners of the company.Team members are not the same as owners. Owners are declared for regulatory reasons and must verify their identity — see KYB Landing. Team members are people you give access to.
Owners versus team members
The controlling owner sits above both. Per the in-app guide, they’re the super admin — “Manages the workspace, owners and team.”
Your members list
Teams shows everyone with access, their role, and their status.
Inviting someone
Invite a new person by email and assign them a role. They’ll get an email to set up their own sign-in, with their own passkey — access is never shared.
Roles and permissions
Each role defines what someone can do — viewing balances, creating payment links, initiating transfers, or approving them. Approval rights are the ones to be careful with, since the controlling owner authorizes transactions with their passkey.
Managing an existing member
Opening a team member shows their details, and lets you change their role or revoke their access.
Where to find it
Teams sits in the left sidebar of your business dashboard, below Transactions. It only appears once the wallet is active — before that, the sidebar shows Wallet setup instead.The detailed settings screens for members, roles and permissions live under Settings — see Members, Roles & Permissions, Invite a Member and Manage a Member.