- 01 Invite a team member Open the Team page, click Invite +, enter the email – Upwex sends a magic link, adds a seat (prorated…
- 02 Team roles: Owner, Admin, Member What each team role can and cannot do in Upwex.
- 03 How team seats work Seats are added automatically when you invite a member and released when you remove them – no separate Assign /…
- 04 Change a member’s role Promote a member to Admin or demote an Admin back to Member.
- 05 Remove a team member How to remove a member, what the Remove Member modal shows, and how seats and analytics are handled.