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If you are experiencing issues with SelectPay, such as stuck filters or visual issues on the welcome screen, you can restore windows layout. To do this, follow the steps below.

📌Note: This will remove all personalisation on your account; any saved report filters or field chooser settings will need to be reapplied.

icon, then click Restore Windows Layout.

1. Click the SelectPay
 
 icon, then click Restore Windows Layout.
2. Click Ok.

Restore windows layout

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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