To add employees
To add or invite employees to the Business Account, click the ‘Invite Employees’ button at the top right corner. There are two options:
- Multiple Employees: you can paste a list of employee email addresses if you want to bulk-send invitations. These employees will not have a role or cost centre set when they receive the email.
- Single Employee: if you’re only inviting one employee at a time, or you wish to pre-set roles/cost centres/custom values, you can use this option.
Once you’ve invited the employees, they will show in the ‘Invited’ list until they join the account, and then they’ll appear in the ‘Employees’ list. You can resend invitations at any time by clicking the box beside their email address and hitting ‘Resend’ at the top of the list.
Important: To associate employees with a Travel policy you may first add them to a Group of employees. For more information about this management, visit the following articles:
How can I create or delete a group of employees?
How can I create or delete a travel policy?
To delete employees
If you want to delete a pending invitation or an employee, simply select the checkbox next to the name and click on the orange button 'Remove'.