Invite a team member
1
Open Team settings
Go to Settings > Team and click Invite member.
2
Enter details
Add the person’s name, work email, and role. You can invite several people at once by separating emails with commas.
3
Send invite
Click Send. The invitee receives an email with a signup link that pre-fills their role and workspace.
4
Track invite status
Pending invites show under Team > Invitations. Resend or revoke from the same view.
Roles and permissions
Admin
Admin
Full access. Can invite and remove members, change roles, connect banks, issue cards, view reports, and manage billing. Assign to founders and finance leaders.
Finance
Finance
Full visibility into transactions, receipts, and reports. Can issue cards and manage reconciliation. Cannot change workspace settings or billing.
Cardholder
Cardholder
Can only see and manage their own assigned cards, submit receipts, and view their own transactions. Cannot see other team members’ spend.
Viewer
Viewer
Read-only access to dashboards and reports for the whole workspace. Useful for accountants or advisors who need visibility without editing rights.