Audience: Admins



Controlling when and how users are invited is entirely up to you. Some teams prefer to set up users during onboarding and hold off on sending invites until admins have had a chance to explore and test the platform first. Others manage travel and spend on behalf of their users and never need them to access the platform at all. Whatever your approach, you're always in control of the invite process — invites go out only when you choose, and only to the people you choose.


How to Invite Users


Step 1: Go to Settings > People management .

 




Step 2:  Hover over the name of the user, and click the mail icon to the far right of the line.




 

This will trigger an email to that user, allowing them to set their custom password and access the platform. 


Step 3: To send invites to multiple users in bulk, select all users by clicking the box next to 'Full name and email'.

Then, click the 'Reinvite Users' button.



 



Tip: To manually reset a user's password, you just need to re-invite them.