Introduction

Grant your team members access to your Duplo account. You can invite your admins, accountants, support staff, business partners, etc. Each user will have unique login details and be assigned a 'Role' based on the function you want them to perform within their account. This would help boost productivity, efficiency, and accountability within the business.



Tip: Roles you can assign to your team members are;

  • Initiator - An initiator is someone who initiates a payout.
  • Approver - An approver is someone who approves payouts. You can have multiple approvers, it depends on your preferences and business needs
  • Admin - An admin has full access like the owner.
  • Owner - The owner of the business has full access.
  • View only - You can only view, and can’t perform any transaction.
  • Payer - A payer is assigned to pay bills.
  • Submitter- A submitter raises expenses within a particular department.


To explore how to add team members with a visual tour please click here or continue reading. 


Steps To Invite A Team Member 

  1. Log in to your Duplo dashboard.
  2. Click on "Settings" at the base of the menu bar.
  3. On the settings board click on “Team members”, then click on “Invite team member”
  4. Fill in the required information like email, job title(optional), department(optional), and assign a role as shown below:


You've invited your team members successfully. 


Note: The people you have invited will need to sign in and set up their accounts for their roles to be active. 









Frequently Asked Questions

  • Can I have more than one initiator?

    • Yes, you can have as many initiators as you want however you only need one person to initiate a payment.

  • Can the admin also be an initiator or approver?

    • Yes, the admin can act as an initiator or approver, but the setup is still required.