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 available options.
- 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 choose a role.
- Send and wait for confirmation. Scroll to see users and pending invitations.
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.