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

On the left-side menu, select 'Settings.' Then from 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:

Would you like to share this list with projects? Here's a link to the project's version!

Create:

• Invite team members

• Create accounting codes

• Create program codes

• Create cards (*Also requires money movement)

• Create contacts

• Invite team members

  • Only admin users can invite other team members

• Create projects

• Create subprojects

• Create donation campaigns

• Create grant profiles

Edit:

• Edit payment requests

• View the integrations tab in the right menu

• Edit the Organization profile

• Resend user invites

• Change the email of user invites

• Cancel user invites

• Edit user permissions

  • Users cannot edit their own permissions

  • Users cannot allow or 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 a physical card

  • Set card pin

  • Adjust spend controls

  • Cancel card

  • Freeze/unfreeze card

• Approve payment requests

• Pay* payment requests (*Also requires money movement)

• Decline payment requests

• Add / Remove contacts for a project

• Archive/unarchive projects

• Edit subprojects

• Edit donor acknowledgement letters

  • Change donor, add personalized note

• Edit transactions

• Edit contacts

• Edit donation campaigns

• Edit grants

• Edit sponsor Configuration settings

• Edit subprojects

• Edit profile images

• Upload attachments

Money Movement:

• See 'Send Money' on the left menu as a sponsor to initiate an ACH, Wire, or Check

• Mobile check 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

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: [email protected].