Invite team members

Inviting team members and assigning them appropriate roles is a crucial part of setting up and maintaining a functional Spendbase environment.

Before you start you should either:

•  Integrating with an Identity Provider. Ensure that your Spendbase account is integrated with an Identity Provider (IdP) such as Google Workspace, Microsoft, or Okta. This integration automatically pulls in the list of potential team members from your organization, simplifying the process of adding them to Spendbase.
• Invite manually. In this case it's not necessary to integrate with your Idp nor direct integration and you can invite team members just one by one

Step 1: Assigning Roles During Invitation

Admin Role and Permissions:

• The Admin, typically the person who sets up the Spendbase account, has the authority to invite new members.
• Admins can assign roles at the time of invitation, tailoring access to the platform based on the specific needs and responsibilities of each team member.

Available Roles:

• Admin
• SaaS Admin
• Bookkeeper
• Cards Only

Each role comes with predefined permissions that determine what the team member can access and manage once they join Spendbase.

Step 3: Sending the Invitation

Once the appropriate roles are assigned, the Admin sends out an invitation to each team member. This is done directly through the Spendbase platform, where the Admin can select members to invite based on the data provided by the IdP or direct integrations.

Step 4: Team Member Receives the Invitation

Email Invitation:

• Invited team members receive an email containing an invitation link. This email outlines the role they’ve been assigned and what steps they need to follow next.

Step 5: Completing the Signup Process

Activating the Account:

• Upon clicking the invitation link, team members are directed to the signup page of Spendbase, where they can set up their account.
• The signup process may require them to verify their identity or enter additional details depending on their assigned role.