Invite New Team Members
As an administrator, head to your People page in your account. In the upper right-hand corner, click on the Invite Team Members button.
You can invite people one by one, by typing in the e-mail of the person you’d like to invite, or you can invite people in bulk by copy and pasting a comma or space-separated list of email addresses.
You have two options for sending out email invites:
- [Default]: send out email invitations immediately
- Send out email invitations later, but add employees to the account now.
Option #1: send out email invitations immediately
If you'd like the employee(s) to receive the invitation email right away, just click "Invite Team Members" and then the blue "invite" button. You can add an optional note welcoming them to Emburse Spend. When you click "invite" they'll receive the email invitation prompting them to set up their Emburse Spend account.
Option #2: Add users to the account but send out email invitations later
You also have the option to send the invitation to the employee at a later time! Simply click 'Advanced' and switch the toggle to 'No'.
The invitation will be saved in the 'People' tab along with the rest of your team. This allows you to assign a manger, add rules and team fields, to this employee's Emburse Spend profile prior to inviting them to set up the.
When you're ready for the employee to join the account and receive the email invite, simply hit 'Send Invite' below their name on the People page:
Setting a deactivation date
An additional option you have is to set a deactivation date for an Emburse Spend account. This can come in handy when you would like to invite a temporary employee or are interviewing candidates who will need access to Emburse Spend for a set period of time.
That’s it! That user(s) will receive an email with an invitation to join your Emburse Spend account.