Adding users to your Mallow account

Adding new users to your Mallow account is easy. Follow the click-path below to add a new user:

1. Log into your Mallow portal (portal.getmallow.com)

2. Click on the Account button on the bottom-left corner of the screen, and select Your Settings from the pop-out menu

3. Navigate to the Team Members panel

4. Click on the Add Member button

5. Type in the team member's name and email address in the corresponding fields, then choose their Role (Admin for full access, Member for view-only access).

6. Select the Send Invite button. Your team member will receive an invite via email to create their own login details to your Mallow portal.

User Roles

Each user can be given varying level of account access. Here are the roles available in Mallow:

• Admin: Full access to all Mallow features, settings, and details (ideal for company owners or positions of high trust, such as C-suite executives.

• Manager: Full access to all Mallow features, but no access to settings or details (ideal for sales reps, billing managers, and employees who interact with sales and payments).

• Viewer: View-only access to all Mallow features, and no access to settings or details (ideal for bookkeepers, accountants, and advisors).