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Inviting Team Members

Admin-only. Go to Settings → Members → Invite. Enter email, select role, send invitation. Invitation expires in 7 days.

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Roles

  • Admin - Full access to settings, members, and integrations
  • Member - Standard access to chats and files
  • Financial Analyst - Specialized role with finance tool access
  • Procurement Specialist - Specialized role for procurement workflows
  • HR - Human resources specialized role
  • IT Specialist - IT administration specialized role

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Managing Members

Change roles - Click role dropdown next to any member (admin only) Remove members - Click X next to member name (admin only) Search members - Filter by name, email, role, or status Member statuses:
  • Active (accepted and using platform)
  • Pending (invitation sent, not accepted)
  • Expired (invitation link expired)

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Sharing Files

File owner only. From Library, click file → Share icon → Enter email or select organization-wide access. Recipients get email notification. Organization sharing - Change access from Restricted to your organization name. All members can view. Revoke access - Click X next to user name or change to Restricted.

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Sharing Integrations

Admin-only. Available for Ramp and Brex. Go to Settings → Integrations → Toggle organization-wide access. When enabled, all members can use the integration. Blue dot shows when integration is available via organization access.

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Collaboration Tips

Start with invitations before sharing files or integrations. Use organization sharing for company-wide resources. Review access regularly. Assign specialized roles for appropriate tool access.

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Next Steps

Settings

Configure organization settings and billing

Integrations

Set up integrations for your team