Admins and account owners can invite new members to access your account. Before you invite someone, confirm which user role they need so they have the correct permissions.
Before You Begin
Review roles and permissions so you assign the correct access level, see User roles.
Invite a Member From the People Page
Use this option when you want to add someone without assigning a card.
1.
In the Admin tab, select People.
2.
Select +Member.
3.
Enter the member details, including email address, first name, last name, and any criteria you use to organize members.
4.
Review the selected user role, and then complete the invitation.
The member receives an email invitation to create a password and finish registration.
To avoid permission issues, confirm you are assigning the correct role. For details, see user roles and permissions.
Add a Member While Assigning a Card
You can also invite a new member when you assign a physical or virtual card.
1.
During card creation, select Assign Card.
2.
Enter the new member’s first name, last name, and email address.
3.
Select Add Member.
4.
If the person is not already listed, select +Add Member to create the account and assign the card.
5.
Enter the member’s first name, last name, and email address.