Sep 05, 2017 • 1 min read
My Team is a means to connect and share documents like expenses (both-ways or one-way) within your organization. As a team leader or SMB owner this empowers you with transparency in real-time across your organization.
My Team is about working better together to make sure your finances are in order and you are maximizing your tax deductions.
PreRequisites:
(a) All parties who will to be linked need to be on the PRIME/+ plans and
(b) Use the hub to add your team. (Mobile apps still carry the Linked Accounts which is being deprecated in favor of My Team.)
Adding your Team Members
1. Open your Chrome browser (our preferred safe browser) and navigate to https://hub.veryfi.com/ to login to Veryfi Hub (web portal). If you haven’t registered yet, click on the “Register” link on the login page.
2. If you are registered, login. Once logged in, from the left menu you will see your company name in the list of options. Click on it to see your company’s team. Should be empty at start.
3. From the secondary menu, press “Add User” (as shown). Make sure you fill out their correct email address. This will be their login username and also where an automated welcome email is sent.
4. And that’s it. When your done adding your team, it will look something similar to the screenshot below. Also note that we added our Accountant by inviting them to the platform. An accountant account is always free for you and them. Invite your accountant or bookkeeper now.
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