Invite Team Members

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

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Last updated 2 months ago

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.

Invite Team Members to Join the Primary Account

Step 1: Click the Gear Icon in the Upper Right Corner and Click on 'Team'

Click on the gear icon to open the settings menu.

Select 'Team.'

Step 2: Click 'Invite a Team Member'

Step 3: Select the Type of User: Organization Team Member or Project 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.

Step 4: Add the Team Member’s Information

Enter the user's name and email address. Click 'Send Invite.'

Success! When a Team Member accepts their invitation, their grey icon will turn green.

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.

After the team member has been accepted, as the admin, you can remove them as a user.

Accept the Invitation to Join Mazlo

Step 1: Open Your Email Invitation from Mazlo

Open your email and locate the invitation from Mazlo. Click 'Join Now.'

Step 2: Complete the Onboarding Information

Enter your phone number and create a secure password. Choose your preferred method (email or text) for receiving a one-time code. Review the Terms of Service and Privacy Policy. And click 'Sign Up.'