> ## Documentation Index
> Fetch the complete documentation index at: https://docs.smartbills.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite Team Members

> Add new employees and team members to your organization

## Overview

Growing your team on Smartbills starts with sending invitations. Invited members receive an email with a link to create their account or sign in with an existing one. Once they accept, they are automatically added to your organization with the role you specified.

<Note>
  Only users with the **Admin** or **Owner** role can invite new team members.
</Note>

## Send an Invitation

<Steps>
  <Step title="Navigate to Team">
    Click **Team** in the left sidebar to open the team management page.
  </Step>

  <Step title="Click Invite">
    Click the **Invite Members** button in the top-right corner of the team page.
  </Step>

  <Step title="Enter Email Addresses">
    Enter one or more email addresses in the invitation form. You can add multiple addresses separated by commas, or paste a list of emails.

    <Tip>
      Use work email addresses so new members can be easily identified in the team list.
    </Tip>
  </Step>

  <Step title="Select a Role">
    Choose the role to assign to the invited members:

    * **Owner**: Full control (only one per organization)
    * **Admin**: Full access to features and settings
    * **Manager**: Can approve expense reports
    * **Employee**: Can submit expenses and reports
    * **Accountant**: Can manage expenses, vendors, and categories
  </Step>

  <Step title="Assign a Department (Optional)">
    Optionally assign the invited members to a department. This determines their cost center and may affect which manager receives their expense reports for approval.
  </Step>

  <Step title="Send the Invitation">
    Click **Send Invitation** to dispatch the email invitations. Each invitee receives an email with a link to join your organization.
  </Step>
</Steps>

<Check>
  Invitations have been sent. Invitees will appear in the team list with an **Invited** status until they accept.
</Check>

## What Happens When an Invitee Accepts

When a recipient clicks the invitation link in their email:

1. If they already have a Smartbills account, they sign in and are added to your organization
2. If they are new to Smartbills, they create an account and are then added automatically
3. Their status changes from **Invited** to **Active** in your team list
4. They gain access to features based on the role you assigned

<Note>
  Invitation links expire after **7 days**. If an invitation expires, you can resend it from the team page by clicking the resend icon next to the member's name.
</Note>

## Bulk Invitations

For larger organizations, you can invite multiple members at once by entering a comma-separated list of email addresses. All invitees in a single batch receive the same role and department assignment. If you need to assign different roles, send separate invitations for each role group.

## What's Next?

<CardGroup cols={2}>
  <Card title="Manage Roles" icon="user-gear" href="/guides/web-app/team/manage-roles">
    Change roles and understand permission levels
  </Card>

  <Card title="Team Overview" icon="users" href="/guides/web-app/team/overview">
    View and manage your full team
  </Card>
</CardGroup>