To invite employees to the Business Account, you click the ‘Invite Employees’ button at the right top 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: In order to associate employees with a Travel policy, like a Mobility Budget, you may first add them to a Group of employees. For more information about this management, visit the following articles:
How do I create a group of employees?
How do I create or delete a Travel Policy?
How to allocate or modify a Mobility Budget for my employees?