This section provides an overview of all the teams that a company has created within consola.finance.

The free tier allows users to create one team, and the ability to create additional teams can be accessed with a paid plan.

Creating a new team

To create a new team, click on the plus icon in the "Create New Team" section and enter the necessary details, such as the team name and the email addresses of the members of the team. Permissions can also be assigned to team members as needed.

Permissions

There are two types of permissions that can be assigned at the moment:

1. Admin: This permission level grants the user complete control over all team actions, including the ability to add or remove members at any time and the authority to edit or delete team wallet transactions.
2. Editor: This permission level grants the user access to view and edit wallet, transaction histories, and export reports, but does not allow them to edit or delete any transactions.
3. Viewer: This permission level grants the user access to view wallet, transaction histories, and export reports, but does not allow them to edit or delete anything.

With a paid plan, users can create new teams and invite members via email, and also revoke invites if necessary.

My Teams

This section shows a detailed overview of all the teams that have been created in consola.finance. For each team, a user can find the team name, the number of members along with their email addresses, the role of each team member, the last updated date, and a series of call-to-action buttons.

These buttons include:

Delete Team: Allows an admin user to delete a team

Invitations: Allows admins to invite new members to their team.

<aside> 💡 Make sure you enter the correct email while sending out invites.

</aside>

Remove: Allows admins to remove a team member from their team.