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
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