Overview
Adding team members to your Kuda Business account lets you share access and responsibilities without sharing your login details. This makes managing your business finances easier and more secure.
Who can add team members?
Only Account Owners and Admins can add new team members.
Step-by-step guide
1. Sign in to your Kuda Business account
Go to business.kuda.com and sign in using your passkey.
If you have multiple business accounts, select the business you want to add team members to
You'll be taken to the dashboard of that business
2. Navigate to Manage Teammates
On the dashboard, look for the menu on the left side of the screen
Click on "More" at the bottom of this menu
Select "Manage Teammates" from the options
3. Start the invitation process
On the Manage Teammates screen, you'll see existing team members (if any)
Click the "Add A Teammate" button
4. Enter teammate details
Fill in the following information about your new team member:
First Name
Last Name
Email Address (they'll receive the invitation here)
Job Role (their position in your company)
Click "Next" when you've filled in all fields.
5. Set team member roles
Choose which role(s) your teammate should have:
Approver: Can review and approve transactions set up by others
Initiator: Can create transactions that need approval before they're completed
Viewer: Can only view transactions and download history
You can assign more than one role to a teammate. Click "Read More" next to each role to see detailed descriptions.
Click "Next" when you've selected the appropriate role(s).
6. Set transaction limits
For each role you assigned, set transaction limits:
Approver Transaction Limit: The maximum amount they can approve
Initiator Transaction Limit: The maximum amount they can initiate
Click "Next" after setting the limits.
7. Send the invitation
Review all details and click "Send Invite" to complete the process.
What happens next?
Your teammate will receive an email invitation to join your Kuda Business account. They'll need to:
Click the link in the email
Create a Kuda Business account if they don't already have one
Accept the invitation
Once they've accepted, they'll appear as an active team member with the roles and permissions you assigned.