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.
Users will be sent reminders after 3, 6 and 12 days. Note that only the latest invite email will contain a valid link, and be sure to check that these don't end up in the spam folder. The latest email link will remain valid indefinitely until the user completes their activation.
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.
Some fields cannot be edited by an admin:
Phone number - this should be edited by the user themselves, as it requires confirmation
Email address - for changes to an email address, please contact Spendesk.
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.
What is required to update the email address for your Spendesk account?
To update the email address linked to your Spendesk account, you need to follow the steps outlined below. This ensures proper verification and enables Spendesk to assist you effectively:
1. Prepare Required Documentation:
To verify your identity before the email update, provide the following details:
Full Name: Ensure the name matches the records in your Spendesk account.
Date and Place of Birth: Supply accurate details to facilitate identification.
A Copy of a Valid ID: This must include both the front and back of the document.
2. Submit Your Request:
Once you have gathered all the necessary information, reach out to Spendesk support. Include both your current and the new email address you wish to use in your communication with the support team.
3. Verification and Update:
Spendesk will verify the submitted details. Upon successful verification, your account email will be updated to the new address as requested. For any additional queries or assistance required during this process, contact Spendesk support through the official communication channels.