Thursday, January 18, 2024

How to add a team member?

1: Click “Team”. If you don't see your organization name, type it in and click "Create Organization".

how to add a team member in Receipt AI step one: start by creating an organization.

2: Click “Add Team Member”

how to add a team member in Receipt AI step two: Click add team member button.

3: Fill in the form with the team member's first name, last name and email, then click 'Add.

how to add a team member in Receipt AI step 3: a form with the team member

4: You are all set. Your team member will receive an email. Wait for your team member to confirm and create their account.

how to add a team member in Receipt AI step four: You will see a card marked 'Pending Confirmation' next to your team member's name.


Notes:

• The account holder has access to all team members' receipts.

• Each team member only has access to their own receipts.

• If the Folder AI feature is enabled, team members can choose which folder to place their receipts in.


If you don't see Team option:

Ensure that your account is set to either 'Premium' or 'Business' by checking 'Dashboard' - 'Edit Subscription'.

If your team member didn’t receive the email:

Click the three dots next to your team member name to resend the invitation.

If you added the team member by mistake:

Click the three dots next to your team member name to remove member.

how to add a team member in Receipt AI: After clicking the three dots, look for the 'Resend Invitation' and 'Remove Member' options.

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