# 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 ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4ZixOJ3ughweFAn9k%2Fimage.png?alt=media\&token=6150d123-30ce-427d-979e-788b91e90e84) ### Step 2: Invite New Member Click on "User Access" in left hand-side and then click on "Invite New Member" ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4ZzaSEEcBsR6i0W0A%2Fimage.png?alt=media\&token=8919b34e-cd68-445a-ac51-352bce1d47af) ### 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. ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4ax1OHUSFd3xeoL0e%2Fimage.png?alt=media\&token=bab391a2-90ff-419b-a39c-69f79f6b3ba7) {% 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 ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4bGLTK3-p4qUwGOi3%2Fimage.png?alt=media\&token=cb84459e-be58-4f11-a6c6-fe629ce9c4fd) ### Step 5: Invite Sent Invite will be sent to the selected team member's email ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4bbfbJ0JgxtZ6xlGc%2Fimage.png?alt=media\&token=5da1ec3d-a066-44d1-b350-9b9728d6af88) ### Step 6: Accept Invitation The invited user will need to click on "Accept Invitation" on the email received ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4bu8HuStUNssJQQVc%2Fimage.png?alt=media\&token=1498e28c-3c37-4a5f-9ee2-e0d3ecc5a8ec) The invited user will then be re-directed to the ClearTax portal where they would need to accept the the invitation ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-M_0pI6wmcwESaoaL1oS%2F-M_4cJZyZUdTkuJLK_bU%2Fimage.png?alt=media\&token=6ad1aeb0-e074-4ee2-85de-21981f15f376) ## Feedback {% embed url="" %}