Teams

What is ‘Team’?
You can invite all your team members to Open. The ‘Team’ option on the top right panel of the dashboard lets you view, add or delete your teammate. Besides...
Wed, 25 Aug, 2021 at 11:49 AM
Can I add all the employees of my company to ‘Team’, irrespective of their departments?
Yes. You can add all your employees to Open depending on the plan you purchase. 1. In the Solo plan, you cannot add employees as only one user (Owner) can...
Wed, 25 Aug, 2021 at 11:51 AM
Why should I add team members on Open?
The advantage of adding different team members on Open are: 1. As an Owner, you can assign Open’s expense cards or virtual cards with which your teammat...
Tue, 17 Aug, 2021 at 12:30 PM
How to add a team member on Open?
1. Go to the ‘Settings (gear) icon’ on the top right corner of your Open dashboard. 2. Click on the ‘Team’ button. 3. Click on the (+) tab. 4. Enter the...
Wed, 25 Aug, 2021 at 11:52 AM
Can you delete a team member?
Owners can’t be deleted but team members in Admin, Employees, Manager, and sellers can be deleted. To delete a teammate: 1. Go to the particular team mem...
Wed, 25 Aug, 2021 at 11:53 AM
Can you deactivate a team member?
Yes. The owner can restore a deactivated account at any time. To reactivate, 1. Go to the deactivated member’s name card. 2. Click on the three dots. 3....
Wed, 25 Aug, 2021 at 11:54 AM
Can you edit the details of a team member?
The owner can edit the details of a team member. To edit the details, 1. Go to the team member’s name card. 2. Click on the three dots. 3. Click on the ...
Wed, 25 Aug, 2021 at 11:55 AM
Can you activate a deactivated account?
Yes. The owner can restore a deactivated account at any time. To reactivate, 1. Go to the deactivated member’s name card. 2. Click on the three dots. ...
Wed, 25 Aug, 2021 at 11:57 AM
What if you want to deactivate or delete a card of a team member which has money in it?
You can deactivate or delete any card that is assigned to a team member. However, if the card has a balance of money left in it, you need to withdraw it fir...
Tue, 17 Aug, 2021 at 12:42 PM