Keep in mind that by default, team members are able to make payments to vendors and send invoices to customers.
If you'd like to set permissions for your team, please contact us.
Okay, how do I invite my colleagues?
You'll be shown a list of all current team members. Since no one has been invited to your company yet, it will only list yourself.
Select "Invite a team member", then fill out your colleague's email address and first and last name. Then, click "Send invite".
You'll see a confirmation from Routable that an email was sent inviting your colleague.
Until the colleague accepts said invite, their name will show under "Pending invites" on the "Team members" table.
Your colleague will receive an email notifying them about their invitation. It will look similar to the above picture. To accept the invitation, they'll click "Join the team".
You will get an email confirming that your colleague has joined the team, looking similar to the above image.
Now, in "Account settings", under "Team members", Routable will show the names of all current team members.
Select "Invite a team member" on this page invite all additional team members.