Add new members to account
Follow these simple steps to invite your team members with access control to your account
Only Admins can invite new members to the workspace/team. Please note that if someone from your organisation signs up directly on Clear E-invoicing portal without the invite, they will end up creating a free trial account which will expire in 30 days. To be able to use your organisation's paid license/account they must join via the invite sent by the Admin
Open account settings in the left-hand side panel
Click on "User Access" in left hand-side and then click on "Invite New Member"
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.
Detailed explanation of each role is available here
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 need to click on "Accept Invitation" on the email received
The invited user will then be re-directed to the ClearTax portal where they would need to accept the the invitation
Last modified 11mo ago