Thursday, January 18, 2024

How to add a team member?

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This guide will show you how to quickly onboard your team to upload their receipts. With a one-time setup, you can significantly reduce the need to follow up for receipts.

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.

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Notes:

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

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

• Any settings configured in your account, including Folder AI, Receipt Line Items, Review Required, One-Click Reconciliation, and more, are automatically applied to all team members.

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If you don't see Team option:

Ensure that your account is set to either 'Premium' or 'Business' by clicking your 'Profile name' - '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.