How to Invite a Team Member to Your Bloc Dashboard

There are several reasons businesses on Bloc want more than one person to access their account.

For some, they want to be able to collaborate together; for others, they want to be able to add other people to have access to their financial data/performance on Bloc; for others, they want to set up operational managers for their POS Terminals, create sub-accounts and cards for their employees and many more reasons.

To invite teammates to your Bloc account, you need to be an Owner or Admin on the account.

Note: The person who signed up on Bloc and created the business account is auto-assigned as the Owner.

How to add teammates to your Bloc account

01. Go to the Team members page

Go to "Team Members". It is located on the navigation bar on the left side of the screen.

02. Add a teammate

At the top right of the table, click on "Invite a teammate". Provide the full name and email of your teammate, then assign a role to them.

And you're done!

Team Roles

For each teammate, you can set their role by selecting one of the available options from the drop-down menu in "roles". There are four roles available: Owner, Administrator, Associate and Developer.

Owner

This role grants the user full access to everything in the organization's workspace. Only owners can do the following:

Move money from the main account balance
Set transaction limits
Add more owners to the organization
Upgrade from starter to registered business

Administrator

This role grants the user full access to everything the Owner can do except the things specific to the "Owner" role:

An administrator can do the following:

Can be assigned to a sub-account or card
Can move money from their sub-accounts or cards
Can add other team members (admin, associate, and developer)
Cannot add more owners to the organization.

Associate

This role grants the user only view access. You cannot perform any transactions or actions in this organization’s workspace:

An associate:

Can view sub-accounts and cards
Can view transactions
Export & download account statement
Cannot add new team members
Cannot access Developer mode

Developer

This role grants the user access to everything an associate can do, plus what they need to integrate the Bloc API into a product, app or website. This role is most suitable for developers.

Developers can:

Can access Developer mode
Can manage My Financial Tools

Are there any limits or fees associated with adding team members to my account?

There are also no fees associated with adding people to your account, however, there are certain limits to adding team members based on the pricing plan your business is subscribed to.

For more on this, visit our pricing page.