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Digital Banking

What is ‘Team Member’ & How to add a team member on NEO for Business?

You can invite all your team members to neo for business. The ‘Team’ option on the top right panel of the dashboard allows you to view, add, or remove team members.

1. Click the Settings (gear icon) on the top right corner of your dashboard
2. Select  the 'Team’ button
3. Click the '+' (Add) tab
4. Write email ID of the team member
5. Click the ‘Preview’ button
6. Edit the team member's name if needed (it will be auto-filled based on the email ID)
7. Click the ‘Proceed’ button
8. An email invitation will be sent to the team member, who can accept it to join your team on neo for business

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