# Add new members to account

## Guide to invite your team member to ClearE-Invoicing

### Step 1: Navigate to Settings

Open account settings in the left hand side panel

![](https://2845181713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MjcADs4oXcykQAL6hhW-1703796690%2Fuploads%2FEq5bUB3ddvvaTlKvwElC%2F1.jpg?alt=media\&token=5b46b94e-b3c0-4352-9f33-ac136db0f38e)

### Step 2: Invite New User

Under User Access, click on "Invite New User"

![](https://2845181713-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MjcADs4oXcykQAL6hhW%2F-Mk0ezoohL019RE08T_A%2F-Mk0hsNi6_n6aciWZi2J%2FScreenshot%20\(322\).png?alt=media\&token=5b708bef-7efd-4138-a9ce-6b07aa7716da)

### Step 3: Create User ID and Select Role <a href="#step-3-create-user-id-and-select-role" id="step-3-create-user-id-and-select-role"></a>

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.

![](https://2845181713-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MjcADs4oXcykQAL6hhW%2F-Mk0ezoohL019RE08T_A%2F-Mk0iCBNxcBnTnPUB6Hu%2FScreenshot%20\(318\).png?alt=media\&token=06d5c74f-de51-4c5b-9b6b-ba40dbf421ff)

{% hint style="info" %}
You can find the detailed explanation of each role [**here**](https://docs.cleartax.in/gcc-help-and-support/english/settings-configurations/user-roles)
{% endhint %}

### Step 4: Select Business Unit&#x20;

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

![](https://2845181713-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MjcADs4oXcykQAL6hhW%2F-Mk0ezoohL019RE08T_A%2F-Mk0k_OiLkFJM0a7K7L3%2FScreenshot%20\(319\).png?alt=media\&token=38b3c67d-d73f-4a69-a128-d8b6ba9d2cc0)

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

![](https://2845181713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MjcADs4oXcykQAL6hhW-1703796690%2Fuploads%2FKOXU9kaVezr3oFTo6hWn%2F2.jpg?alt=media\&token=307af1e4-459e-4e04-9677-2828fe1d3aed)

![](https://2845181713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MjcADs4oXcykQAL6hhW-1703796690%2Fuploads%2F7gpeXqhAEm1efrPkhZti%2FSC%201.png?alt=media\&token=29eccfb2-379d-4a01-a2ba-42c420405575)

![](https://2845181713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MjcADs4oXcykQAL6hhW-1703796690%2Fuploads%2FdxjCBxFm76m6Yuf745OW%2FSC%202.png?alt=media\&token=34710b59-2c26-4e42-82e9-f89790cdf81e)
