Skip to main content

How do I assign a transaction to a specific team member?

Updated today

Once you've invited team members to your account (via Settings β†’ Users), you can assign them to transactions.

To assign a transaction

  1. Open the transaction

  2. Look at the transaction header (next to the % completion bar)

  3. Click to add the team member as a collaborator

What happens after assignment

That team member will:

  • See the transaction in their dashboard

  • Be able to view and work on all transaction details

  • Receive notifications for that transaction

Note

Users with the "User" role can only see transactions they're assigned to. Admins and Super Admins can see all transactions but still need to be added as collaborators to interact with them.

Did this answer your question?