Thursday, January 18, 2024

How to add a team member?

This simple guide will show you how to invite your team members to upload their receipts. It's a one-time setup, after which you won't need to chase down receipts from them ever again.

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

2: Click “Add Team Member”

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

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

Notes:

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

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

• Team members have the option to enable the Folder AI feature, which then allows them to select the appropriate folder for their receipts.

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 invitation 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.