Invite someone to your business
Team management requires the appropriate access. Invite each person to their own account so you do not need to share a password.
Choose the screen you use for SmartBill:
- Open Settings → Team & access.
- Choose Invite User if the button is shown.
- Enter the email address and select a role from the horizontal role buttons (User, Admin, or Employee).
- Send and check that the invitation appears in the pending invitations list.
- Tap the account picture, then Settings → Team & access.
- Tap Invite User, enter an email, and tap one of the separate role buttons (User, Admin, or Employee).
- Send and wait for confirmation. Scroll to see users and pending invitations; each card stacks the email, dates, and role so they stay readable.
Which role to choose
Link to section: Which role to choose- Admin manages users and every business setting.
- User views and creates documents and expenses.
- Employee is for people who work for you but do not run the business: they report hours and submit their own expenses only, with no access to business data. An employee who accepts the invitation lands directly in the employee workspace and does not need to create a business of their own.
If there is no invite button, contact the business administrator. Check the address and role before sending. A pending invitation does not mean the person has joined yet.
When your accountant proposes someone
Link to section: When your accountant proposes someoneYour accounting office can propose a person for your team. Nothing happens until an admin of the business approves. Admins see the proposals at the top of Settings → Team & access, under Users proposed by your accountant: the person’s name and email, the role, and who proposed them. The list looks the same on desktop and in the mobile app.
- Approve and invite: SmartBill asks you to confirm, then creates an invitation in your name for that person to join the business with that role, and emails it to them. The invitation appears in the pending invitations list. If the email does not reach them, cancel it there and invite them again.
- Decline: the proposal is removed and nobody is invited.
If the list is not shown, no proposal is waiting or you are not an admin. If SmartBill says the proposal was already answered, another admin handled it first.