Inviting your team

Give everyone who makes purchases, reviews spend, or manages payments a user in Accountable. Field staff don't need to log in, but they need a user with a mobile number so receipt links reach them.

Add a user

1. Go to Settings > Team > Members.
2. Click Add User.
3. Enter First Name, Last Name, and Email.
4. Add a Phone (optional). Anyone who makes card purchases needs one, since receipt links go there.
5. Choose a Role and save.

The person receives an email invitation. Their status shows as Invited until they accept, then Active. To send the invitation again, open the user's options and click Resend Invite.

Choosing a role

Role	Best for
Admin	Owners and operators. Full access, including user management, settings, integrations, and moving money.
Finance	Finance staff. Full visibility of financial data and can manage properties, cards, and recipients. Cannot move money or manage integrations.
Bookkeeper	Bookkeepers. View-only access to transactions, cards, and payments, and can manage accounting. Cannot modify accounts or move money.
Manager	Department leads. Manage department members and see department-specific data and transactions.
Card Only	Field staff. View their own cards and transactions and view properties. Cannot make changes.

See Roles and permissions for more detail.

Importing users from Ramp

If you've connected Ramp, click Import a Ramp User to add a Ramp cardholder to your team. Their Ramp card activity links to their Accountable user, so receipt texts reach the right phone.

Phone numbers

A phone number can belong to only one active user. If you enter a number that's already in use, Accountable tells you and lets you transfer it.

Tip: Set up departments under Settings > Team > Departments if you want managers to review only their own team's spend.