Invite Team Members

This guide will explain how to invite team members to the fiscal sponsor primary account or a project account.

Introduction

Mazlo is designed to empower team members to contribute effectively to your organization’s success. Invite new users to the fiscal sponsor's primary account or to a specific project to enable seamless tracking of transactions and the creation of detailed reports.

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Invite Team Members to Join the Primary Account

Step 1: Open the Team Settings

Click on the gear icon to open the settings menu.

Select 'Team.'

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Step 2: Click 'Invite a Team Member'

Select 'Organization Team Member' to add a user to your primary Mazlo account or 'Project Team Member' to add a user to a specific Project account.

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Step 3: Add the Team Member’s Information

Enter the user's name and email address. Click 'Next.'

Step 4: Set the User's Permissions

A user's permissions will affect what they have access to in their Mazlo account. Here's what each permission includes:

Create:

• Invite team members

• Create accounting codes

• Create program codes

• Create cards (ALSO requires money movement, this is due to some other steps involved requiring this)

• Create contact

• Invite team members

• Create project

• Create subproject

• Create donation campaign

• Create grant

Edit:

• Edit payment requests

• View the integrations tab in the right menu

• Edit Organization profile

• Re-send user invites

• Change email of invites

• Cancel invites

• Edit user permissions

  • Users cannot edit their own permissions

  • Users cannot edit permissions that they do not have

  • Project users cannot edit any permissions

• Remove users

  • Project admins can remove project staff

• Manage accounting codes for projects

• Manage default accounting codes for projects

• Edit accounting codes

• Manage program codes for projects

• Edit program codes

• Edit cards:

  • Edit card nicknames

  • Activate their physical card (this one might need some tweaking)

  • Set card pin

  • Adjust spend controls

  • Cancel card

  • Freeze/unfreeze card

• APPROVE payment requests (not pay)

• PAY payment requests (This ALSO requires money movement permissions)

• Decline payment requests

• Add / Remove contacts from a project as a sponsor

• Archive/unarchive projects

• Edit subproject

• Edit donor acknowledgement letters

  • Change donor, add personalized note

• Edit transactions

• Edit contacts

• Edit donation campaigns

• Edit grants

• Edit sponsor configuration

• Edit subproject

• Edit profile images

• Add attachments to most things

Money Movement:

• See the “Send Money” left menu option as a sponsor

• Mobile deposits for sponsors and projects

• Internal transfers for sponsors and projects

• Pay payment requests

With the permissions selected, click 'Send Invite.' Your will team member will receive an email to accept their invitation link and join your account on Mazlo.

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Step 5: Review the Team Member's Information

You can review a Team Member’s information at any time by clicking on their name.

Before the team member has accepted, you can resend the invitation email, change the email address, or cancel the invitation.

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Contact Our Team

Please contact our team if you have any questions: [e-mail].