Add new members to account

Learn how to invite your team members to ClearE-Invoicing

Guide to invite your team member to ClearE-Invoicing

Step 1: Navigate to Settings

Open account settings in the left hand side panel

Step 2: Invite New User

Under User Access, click on "Invite New User"

Step 3: Create User ID and Select Role

Enter the Name and Email ID, which will be user ID of the invited member. Next, select a role for the user and enter any message which would be part of the invite.

You can find the detailed explanation of each role here

Step 4: Select Business Unit

After entering the user details, select the business unit for which access will be provided to the invited member

Invite will be sent to the selected team member's email. The invited user will then need to accept the invitation