> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/product-help-and-support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/quick-start-guide/add-new-members-to-account.md).

# Add new members to 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

![](/files/-M_4ZixOJ3ughweFAn9k)

### Step 2: Invite New Member

Click on "User Access" in left hand-side and then click on "Invite New Member" 

![](/files/-M_4ZzaSEEcBsR6i0W0A)

### 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. 

![](/files/-M_4ax1OHUSFd3xeoL0e)

{% hint style="info" %}
Detailed explanation of each role is available here
{% endhint %}

### 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

![](/files/-M_4bGLTK3-p4qUwGOi3)

### Step 5: Invite Sent 

Invite will be sent to the selected team member's email

![](/files/-M_4bbfbJ0JgxtZ6xlGc)

### Step 6: Accept Invitation 

The invited user will need to click on "Accept Invitation" on the email received

![](/files/-M_4bu8HuStUNssJQQVc)

The invited user will then be re-directed to the ClearTax portal where they would need to accept the the invitation

![](/files/-M_4cJZyZUdTkuJLK_bU)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=E-Invoicing+Invite+Members>" %}


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