Team Account Overview
TexasFile’s team account feature allows you to manage multiple users with an account. A Manager can invite new Members to the team, view purchase activity of Members, allocate funds to Members, and deactivate Member accounts.
A Member can have access to all the funds the Manager account adds, with permission. Members share document purchases across the team to avoid duplicating purchases.
User Permissions
Managers:- Add or remove team Members
- Give Members access to the funds from the Manager Account
- Allocate a specific amount of funds to team Members
- View all team activity history
- Access Manager account funds
- Share document purchases with the rest of the team
- Maintain unique logins
How Do I Get Started?
New TexasFile accounts are, by default, Manager accounts. To start building your team, simply begin by inviting Members.
To invite Members, enter their email address and an invitation to join the team will be sent to them. Once a new Member is confirmed you can begin allocating funds or give the Member permission to pull from the funds added by the Manager account.
Important
Member usernames and email addresses must be different from the Manager account. For security purposes, the Manager account should have a separate password.
Need assistance getting your account set up? Please contact TexasFile.
Telephone: (214) 705-6400
Email: support@texasfile.com
