Teams

So, what is this ‘Team’?
Easy. The ‘Team’ option on your dashboard lets you view, add or delete your teammate. Besides that, you can also assign them Open cards to manage their exp...
Fri, 25 Jun, 2021 at 12:04 AM
Can you explain what these roles are, viz., ‘Owner’, ‘Admin’ & ‘Employee’?
Yup. It’s fairly simple. Owner: It’s in the name! You’re essentially a registered Director of the Company. You have full control of your Open Account wh...
Fri, 25 Jun, 2021 at 12:05 AM
Can I add all the employees of my company to ‘Team’, irrespective of their departments?
Yes. Go ahead and add 1, 10 or all teammates at your company. We don’t have any bars there!
Fri, 25 Jun, 2021 at 12:06 AM
Why should I add a teammate on Open?
Well, multiple-use actually.       As an ‘Admin’ or the ‘Owner’, you can assign them Open business cards with which they can pay for all the compa...
Fri, 25 Jun, 2021 at 12:06 AM
How do you delete a teammate?
Simple. To delete a teammate, simply hit ‘Delete’ from the ellipsis ( ) that you will find from the list of teammates under ‘Team’. A few IMPORTANT...
Fri, 25 Jun, 2021 at 12:08 AM
How do you deactivate a team member?
Here’s how you do it: Simply click on ‘Deactivate’ from the ellipse which you will find from the list of teammates under ‘Team’. A few IMPORTANT things ...
Fri, 25 Jun, 2021 at 12:08 AM
How many teammates can I add to Open?
As many as you want. We don’t have any bars there!
Fri, 25 Jun, 2021 at 12:09 AM
Is there any charge applicable for adding a teammate to Open?
Nope! It’s free.
Fri, 25 Jun, 2021 at 12:09 AM
Can my teammate see my company’s bank details on Open?
Good question. It actually depends on the access level you have assigned to your teammate. Anyone who is an ‘Admin’ or the ‘Owner’, can see your company...
Fri, 25 Jun, 2021 at 12:10 AM
What exactly is this board resolution document that’s needed to add an ‘Admin’ type of teammate? Why is it required?
To be precise, board resolution document is essentially a ‘permission’ document that you need to add for the Company Board to allow an employee to manage a...
Fri, 25 Jun, 2021 at 12:10 AM