TEAM MANAGEMENT
Give Your Team Secure & Easy Account Access
Easily manage team access, streamline account controls, and keep your business running smoothly.
Delegate Smartly, Work Efficiently
Trust your team to do more, in a controlled manner, while you focus on what’s really important.
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Simplify task management by assigning roles and responsibilities to team members
Improve team collaboration by enabling them to monitor transactions in real time
Assign the right-level of access, permissions and control to key employees for withdrawals and bills payments
Simplify task management by assigning roles and responsibilities to team members
How to add a team member
1
Click on “Accounts” in the main menu
2
Click on “Team”
3
Click on “Add member”
4
Input the new team member’s email address and role
5
An email will be sent to the team member address
6
Ask the team member to click on the link in the mail and to sign up
Once signed up, the team member immediately has access to all approved permissions
Manage your branch operations from anywhere in the world
With OurPass. Monitor transactions, track performance, and ensure smooth operations remotely
Transaction management
Easily view and manage your recent transactions with our intuitive dashboard, allowing you to track payments, and your financial activities
Effortless Team Expense Oversight
Track, approve, and manage team expenses in one place for better control.
Frequently Asked questions
How do I add a new team member?
You can add a team member by navigating to the "Team" section in your dashboard, entering their details, and assigning the necessary permissions.
Can I set different access levels for team members?
Yes, you can assign different roles and permissions to ensure each team member only accesses what they need.
How can I track team transactions?
You can view and manage all team-related transactions from the dashboard, including approvals and spending limits.
Is there a limit to the number of team members I can add?
No, you can add as many team members as your business requires, depending on your plan.
Can I revoke access from a team member?
Yes, you can instantly remove or update a team member’s access from your settings to maintain control.
Blogs
See pur recent publications
March 20, 2024
TradeAdvantage - How to stock up and pay later
September 29, 2023
United States Consul General’s Strategic Visit to OurPass, a Leading Business Bank in Nigeria
Overdrafts: Your Business's Financial Safety Net with OurPass
Get Started with Effortless Banking Today
Discover a new way to manage your personal and business finances. Download the app now.
