Invite a team member by entering their email address, assigning them to a team if needed, and choosing their access level.
Before you start: You need to be a Super Admin or Admin. These steps are for the Pemo web app. To add the member to a team, create the team first.
Invite a team member
Select Members & Teams in the left sidebar.
Select Invite member.
On the Invite tab, enter the email address in Send to.
Optionally choose a team in Assign to a team.
Under Account access level, choose Admin, Internal accountant, External accountant, Team Member or a custom role your company has created.
Select Send invites.
The team member receives an email with instructions for setting up their account.
The app describes each access level like this:
Admin: full access to spend management and settings.
Internal accountant: reviews and exports all expenses and receipts.
External accountant: external reviewer with accounting access.
Team Member: spends and submits their own expenses.
Custom roles show the description your company gave them.
You can't invite someone directly as a Team Lead. Invite them first, then make them a Team Lead of their team. See Organize users into teams for better control.
To learn more, see Understanding user roles in Pemo.