Creating a team
- Login to Yearli.
- Click on Manage Team.
- Click on Add Team.
- Enter the team name.
- Click Create.
Adding members to a team
- Login to Yearli.
- Click on Manage Team.
- Click on Manage to the right of the team name.
- Click on Manage team under Team Members section.
- Click Invite.
- Enter the email address for the member(s).
- Select the member(s) permission level.
- Click Send Invites.
Adding payment information to a team
- Login to Yearli.
- Click on Manage Team.
- Click on Manage to the right of the team name.
- Click on Manage Payments under Payment Options.
- Click on Add a Card or Add a Code to enter the payment option.
- Place a checkmark next to the card or prepaid code.
- Click Save.
Adding payers to a team
The payer information needs to be added to the web site prior to selecting the payer(s) for a team.
- Login to Yearli.
- Click on Manage Team.
- Click on Manage to the right of the team name.
- Click on Assign Payers under Team Payers.
- Check the box next to the payer(s) that will be available under that team.
- Click Save.