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
Step 1: Navigate to Settings icon
Open account settings in the left-hand side panel
Step 2: Invite New Member
Click on "User Access" in left hand-side and then click on "Invite New Member"
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.
Detailed explanation of each role is available here
Step 4: Select Business Unit (PAN/GSTIN or Branch)
After entering the user details, select the business unit for which access will be provided to the invited member
Step 5: Invite Sent
Invite will be sent to the selected team member's email
Step 6: Accept Invitation
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