Telleroo allows you to quickly add team members and control the actions they can take within your account.
Only Admins can add team members. When you join Telleroo, the Director or authorised person that set up the account is automatically created as an Admin.
If you can't add team members, ask an Admin on your account to add the person for you, or ask them to update your permissions to Admin.
As Admins can make high-level changes to your account, we recommend limiting who has this role.
Go to Settings and then Users. Click Add new team member.
Enter their first and last name, email and phone number.
Select which permissions you’d like the team member to have:
View pay runs means the team member can see payments, but bank details are hidden. If combined with another role, bank details become visible.
Create pay runs means the team member can create payments and set up Telleroo connections with apps like Xero and QuickBooks.
Approve Pay runs means the team member can approve pay runs that have been created.
Administrator: means the team member can create and amend other teammates.
Bank Details Manager: means the team member can add and edit payee bank details when using a connected app such as Xero and QuickBooks.
Dual Approval is an optional feature that requires a second person to approve pay runs. If you use this feature, you can assign a team member as a Dual Approver. This means they can approve the payments after the initial approval has been completed by someone else.
Select if the team member would like to receive email notifications. These are email notifications like when a pay run is waiting on their approval, so we recommend ticking this box.
Click Save. Your team member will now receive an email invite to Telleroo.
If you are a company using Telleroo directly (no accounting partner), team members can turn email notifications on/off themselves at any point.
Within their account, they can heading to the Settings tab. Click 'Users' and 'Edit' next to their email address. Under 'Notifications' they can update 'I want to receive emails' and press 'Save'.
If you are a client of an accountant or bookkeeper, only Admins can update email notifications for users.