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User roles and permissions
How do I invite a team member?
Overview
Karat Credit Card
Karat Banking
General
Overview
Support
How do I contact Karat Banking customer support? What hours are they available?
Account information
My business has filed for bankruptcy
How do I update my personal information?
Dashboard access
Where can I find my account details?
How do I log into my Karat account?
I can't log in—how do I reset my password?
How do I change my password?
User roles and permissions
How do I change a member’s role?
What are the different user roles and what can they do?
What specific Banking access and permission does each role have?
What specific Card access and permission does each role have?
Can roles be shared across products?
What happens if a user’s role is upgraded or downgraded?
How do I invite a team member?
Security and privacy
How does Karat protect my information?
What should I do if I suspect fraudulent activity?
Does Karat support two-factor authentication(2FA)?
Karat + QuickBooks
Karat & QBO Setup Guide
Dashboard access
User roles and permissions
How do I invite a team member?
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Once logged into your banking dashboard at app.trykarat.com/signin, navigate to Settings → Manage team to invite a member. You’ll need their name and an email address not already linked to a Karat account.
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What happens if a user’s role is upgraded or downgraded?
How does Karat protect my information?
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