2 min read
Before you invite
Decide what the person actually needs to do and pick the matching role — Viewer, Finance user or Administrator. Choosing the lowest role that fits keeps the account secure. Have their work email address ready; the invitation goes there.
How to add them
- Sign in and open Users in account settings.
- Choose Invite user (you need administrator rights to do this).
- Enter their name and work email, and select the role.
- Send the invitation. They receive an email with a secure link to set up their own login.
What the new user does
The invited colleague follows the link, sets their own password, and is prompted to add two-factor authentication or a passkey. Because they secure their own login, you never need to know or share their credentials — which is exactly how it should be.
After they've joined
Confirm the new user appears in your list with the right role, and turn on alerts for user changes so future additions are always visible to you. When the person eventually leaves or changes role, remove or downgrade them promptly.
Frequently asked questions
Do I need to share my password to add someone?
No — and you never should. You invite them by email, and they set up their own password and second factor. Sharing a login removes accountability and is a security risk.
Who can add users?
Only administrators can invite, change or remove users. If you need to add someone but aren't an administrator, ask one of your account's administrators.
The invited person didn't get the email — what now?
Check the address you entered, ask them to look in spam, and resend from the Users screen. Invitation links expire for security, so a fresh one may be needed.
Related reading
Managing user roles and permissions
Roles let you give each colleague the right level of access: some can only view, some can transact, one is…
Read →
Removing a user from your account
When a colleague leaves or no longer needs access, remove them straight away. Removal is immediate, ends any…
Read →
Setting up an authenticator app for two-factor authentication
Two-factor authentication adds a second step to sign-in: after your password you enter a six-digit code from…
Read →
Changing the main account administrator
The administrator controls users and settings. When that person moves on, transfer the role before they go so…
Read →Funding for UK limited companies
Credit Corp lends to your company, not to you personally — short-term working capital with no personal guarantee. See what your business could access.