Add and manage your team members in Wholesail

You can add and manage your team members in Wholesail to receive statements and make payments.

To add a new team member:

1. Launch Wholesail, click “Settings”, then click “Team members”
2. Click “Add team member” at the bottom of the list
3. Enter an email address & click “Create team member”

To turn off statements for yourself or an existing team member:

1. Turn off statements for yourself
1. Launch Wholesail, click “Settings”, then click “Account”
2. Open the dropdown under “Statements” and select “Not emailed automatically”
2. Turn off statements for someone else
1. Click “Team members”
2. Find your team member in the list of active contacts
3. Open the dropdown under “Statements” and select “Not emailed automatically”