What you'll do
- Understand when to add a team member
- Gather the details needed to invite someone
- Add a colleague through the correct steps
- Set sensible access for each person
- Keep your account secure as the team changes
4 min
When to add someone
If more than one person in your business chases overdue accounts, adding them to your account keeps everything in one place. It avoids forwarding references by email and means any authorised colleague can refer or check progress.
Adding a team member
- Sign in to your business account.
- Open the team or users section.
- Enter the colleague's name and work email.
- Choose the level of access they need.
- Send the invitation and ask them to confirm it.
- Confirm they appear in your team list once accepted.
Invite only people you trust to act for the business, and remove access promptly when someone leaves.
Keeping access tidy
Review who has access from time to time and keep contact details current. When the team is set up, anyone authorised can refer at merion.com.au/refer-a-debt or use the Merion tools to total balances.
Good to know
- Adding colleagues keeps referrals and tracking in one place
- Give each person only the access they need
- Remove access promptly when someone leaves the business
FAQ
How many people can I add?
You can add the colleagues who need to refer or track debts. Keep the list to people you trust to act for the business.
Can I limit what a team member can do?
Yes. Set the level of access to match each person's role so they only have the permissions they need.
What happens when a team member leaves?
Remove their access promptly to keep your account secure. Their past activity stays on the relevant matters.
Still not sure? Our team is happy to talk it through.