Owners and admins can easily invite new team members to join the portal and set their access levels, ensuring the right people have access to the right spending tools.
Who can use this feature
- Owner
- Admin
Step-by-Step guide
- Go to the Team section (left menu navigation).
- Click Invite member.
- Fill the required information:
- First and last name – This cannot be changed.
- Email address.
- State of residence – This cannot be changed.
- Select an Access level.
- Click Add member.
- The invited team member will receive an invitation link via email. They must accept the invitation within 14 days to complete their account setup.
Tip! You can Create a virtual or physical card for the team member immediately—before they accept the invitation link.