Adding a team member

If you're an admin or a custom user with team management permissions, you can send and manage invites from your Users page. There’s no limit to the number of team members you can add.

Inviting a team member

1. Navigate to your profile menu in the top left corner of your dashboard
2. Click your org name, then select Users
3. Near the top of the Users page, click Invite
   • To invite multiple people at once, click Invite multiple users. You'll see the option to do so via email or HR system (more on this here)
4. Enter the new team member’s name, email address, and assign a role (choose an existing role or create a custom role if needed)
   • If inviting users in bulk via email, they will automatically be assigned the Employee role. You can update their role after they accept the invite
5. If admin approval is required for team invites, the request will be sent to your other admins. Once two admins approve, the invite will be sent
   • If this control is not enabled, the invite will be sent immediately
6. The invited team member will receive an email with a link to create their account

Not seeing an existing role that fits? Create a custom role first. 

Resending an invite

If a team member can’t find their invite email, you can resend it from the Users page.

How to resend an invite:

1. Click your company name in the bottom left corner of your dashboard and select Users
2. Find the team member’s name and click on it to open their details
3. Click the triple-dot icon next to their name and select Resend Invite
   • If you don’t see this option, the invite has already been accepted
   • If they forgot their login details, they can reset their password instead
      

Troubleshooting

If you're having trouble inviting a team member, especially if you see a "That email is already taken" error, here are a few possible reasons:

• The email is already in use: You cannot reuse an email that’s already part of your team
• The team member was previously removed:
  • Go to your Users page, locate their removed email, and click Restore
  • If dual admin approvals are enabled, another admin may need to approve restoring certain users, such as admins or users with send money permissions
• You're trying to edit an email instead of inviting a new one: Instead of editing an existing email, invite the user again. View detailed instructions here
   

Inviting team members in bulk 

To add multiple users at once, go to the Users page and click Invite > Invite multiple users. You’ll see several options: 

• Invite users by email: Add Employee users by entering multiple email addresses, separated by commas
• Invite through HR system: Sync users from a connected HR system
• Upload a CSV: Upload a spreadsheet to invite team members in bulk. You can assign roles, issue cards, or update contact details for existing users
  • We recommend using the downloadable template for best results—we’ll parse the CSV and you’ll review the data before invites are sent