Invite and manage members
As a spend management platform intended exclusively for professional customers, please note that Spendesk will not allow Users younger than 18 years old to create accounts.
To invite your coworkers to Spendesk:
Head over to Settings > Organisation> Members.
Then click on Invite new members.
From there, you should have 3 different ways to invite new members to Spendesk.
1) Via email:
You can invite several coworkers on Spendesk at once and add a custom message to introduce them to the platform if you'd like!
By default, the invited users will be assigned a Requester role, which can be combined with other roles once the invitation has been accepted.
2) Via URL:
You can easily invite your coworkers with a unique shareable link. They will join Spendesk as Requesters, under your default team and approval policy.
You have the option to bind the invitation link to your domain name (e.g. @yourcompanyname.com). In this instance, only employees with an email address from your company will be able to sign up.
You can always click on Delete the link to remove the shareable URL. The link will no longer be valid, and you'll have to generate a new one if you would like to invite more people to Spendesk in the future.
3) Via file upload
Invite your Accountant
If you'd like to invite your accountant, please ensure that they are set up as Controller. If you'd like them to be able to make payments, then you can also give them a "Requester" role.
Managing members on Spendesk
Edit information after sign-up
Once your coworkers accept their invitations and register with Spendesk, you will be able to manage their information (first name, last name, mobile phone, role, team, policy) under Settings > Organisation > Members. You can easily click on a selected member, and then on Edit profile.
You can download a list of all available members by clicking on Download your members list & activity located in the top right hand corner of the interface.
Update your Profile
Each member can edit their own personal information (first name, last name...) directly on their Spendesk account, under Avatar > My Profile.