Step 1: Invite your members

In order to start your setup on the platform, invite your colleagues now and take over the member management! 🚀

Updated over a week ago

STEP 1: Invite your members

Invite members

You are the Account Owner so you can invite members. A person with the role of Administrator will also be able to do so.

  • Go to Settings > Members.

Then, click on Invite new members.

If you wish to add more than a member at a time, you can click on invite many users at once:

By default, invited users will be assigned the role of Requester, which can be combined with other roles once the invitation has been accepted.

Edit information after the invitation

Once your colleagues have accepted their invitations and registered with Spendesk, you can manage their details (first name, last name, mobile phone, role, team, approval policy) under Settings > Members. You can easily click on a selected member and then click on Edit Profile.

Update your profile

Each member can edit their own personal information (first name, last name, cell phone and email address) directly on their Spendesk account, under Avatar > My profile.

The email is not editable only if you use the SAML SSO login option.

Step 2: Assign roles to members

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