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Invite team members

Time required: about 1 minute

Overview​

Invite colleagues to the organisation so they can view and work with the same clients.

Step 1: Open settings​

  1. Click the organisation name or Settings in the side menu.
  2. Go to Members or Team.

Step 2: Send an invitation​

  1. Click Invite member.
  2. Enter the email address and choose a role (admin or member).
  3. The invitation is sent by email; the recipient must accept it to join.

Roles​

  • Admin — Can manage members and settings.
  • Member — Can use clients and reconciliation according to their access.

Next steps​