Invite people who need to sign in to your organization. For someone who only needs to be a cardholder, use Add an Employee Without Dashboard Access.
Who can do this: Owners and Admins, within the limits of their roles. Only the Owner can grant the Admin role
Where: Team → Add member
Pending invitations: shown as Invited — you can resend or revoke them
Send an Invitation
Open Team.
Select Add member.
Choose a role with dashboard access.
Enter the person’s sign-in email.
Add any other details you have.
Select Add and send invitation.
Cardholder details can be completed later. They’re required before a card can be issued in the person’s name. See Complete or Update a Cardholder Profile.
Manage a Pending Invitation
A person who hasn’t accepted appears as Invited.
Open Team.
Open the person’s entry.
Resend or revoke the invitation.
If the email address is wrong, revoke the invitation and invite the correct address.
You can set up their account permissions before they accept. Those permissions take effect when they join. Follow Manage Access to an Account.
Help the Person Get Started
Send them Accept a Team Invitation. If they can sign in but can’t find an account or card, use I Can’t See an Account or Card.
Need Help?
Contact us through the support widget or at [email protected] with your organization name, the invited email address, and any error message.