How do I setup a team in Premier?

Creating a team

  1. Login to Yearli.
  2. Click on Manage Team.
  3. Click on Add Team.
  4. Enter the team name.  
  5. Click Create.
Adding members to a team
  1. Login to Yearli.
  2. Click on Manage Team.
  3. Click on Manage to the right of the team name.
  4. Click on Manage team under Team Members section.
  5. Click Invite.
  6. Enter the email address for the member(s).
  7. Select the member(s) permission level.
  8. Click Send Invites.

Adding payment information to a team

  1. Login to Yearli.
  2. Click on Manage Team.
  3. Click on Manage to the right of the team name.
  4. Click on Manage Payments under Payment Options.
  5. Click on Add a Card or Add a Code to enter the payment option.
  6. Place a checkmark next to the card or prepaid code.
  7. 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. 

  1. Login to Yearli.
  2. Click on Manage Team.
  3. Click on Manage to the right of the team name.
  4. Click on Assign Payers under Team Payers.
  5. Check the box next to the payer(s) that will be available under that team.
  6. Click Save.

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