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Inviting People

Learn how to invite people to join your account

  1. Open your People page and click Invite
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  1. Enter their personal information, role, department, Daily & monthly limits and permissions. Before you set any roles, we recommend you to read our User Roles article. If you are an Admin with Expense Approver status, then you will be able to set other Admins as Expense Approvers as well.
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  1. The person will receive an invitation email
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