---
description: Invite your team members with access control to your account
---

# Inviting your team member

### Step 1: Navigate to the settings icon in left-hand side panel

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZBZas9WK4XGhlVpbD0%2F-MZB_L7ug3GxBTx9s7ek%2Fimage.png?alt=media\&token=21443e84-342b-4938-ae18-7d6ddd54047f)

### Step 2: Click on "User Access" in left hand-side and then click on "Invite New Member" towards right side

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZBZas9WK4XGhlVpbD0%2F-MZB_dlUjy2hv690JTXl%2Fimage.png?alt=media\&token=3ed77501-9431-4d02-8463-3b39d1fe8b7e)

### Step 3: Enter Name, Email id (this will be user id of invited member). Select Role for user. Detailed explanation of each role is available [here](https://docs.cleartax.in/e-invoicing/guides/getting-started/access-roles-within-e-invoicing)) and enter any message which would be part of Invite email. Click on select business Units after entering details

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZB_p8YG1R2OcHPjJ15%2F-MZBaBTG51EcY-VqhCJC%2Fimage.png?alt=media\&token=1a207c31-199a-4df8-91fe-ac59af07ac70)

### Step 4: Select Business unit (PAN/ GSTIN or Branch) for which access will be provided to Invited member and click on Continue&#x20;

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZBay8qDNJl4sHbJOKR%2F-MZBdBBlPXGQ2yR_IY1d%2Fimage.png?alt=media\&token=a95420df-8897-4f91-b0ac-8f6703b126ed)

### Step 5: Invite will be sent to Invitee email

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZBay8qDNJl4sHbJOKR%2F-MZBdb2JDZy5N4BLzA_T%2Fimage.png?alt=media\&token=cf4994f4-e993-414f-a57b-73fd7a42d950)

### Step 6: User have to click on "Accept Invitation" on the email received.

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZBay8qDNJl4sHbJOKR%2F-MZBe6DOmn2y_tq9wRQx%2Fimage.png?alt=media\&token=a0f23a58-35d4-44f5-80e4-2f723258fb55)

### Step 7: Invited user will click on accept Invite on Cleartax portal

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZBeGF7XO1Eq7txkOJa%2F-MZBebr_oaZQFSJD1iNg%2Fimage.png?alt=media\&token=65696477-8ab7-4f1e-b101-137cdf5c74d3)
