To invite your staff into your Weel account:
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Open the People page
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Click Invite People
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Enter in the email address of the staff member you would like to invite to Weel
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Select the staff members access level:
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Admins: can do and see everything in Weel. They can create and edit budgets, invite staff members, create and edit subscriptions, manage account settings and make payments.
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Team Members: can make payments, complete expense reports, request top-ups and view their own budgets. They are not able to create budgets, view the account balance or other users' budgets and transactions and they cannot adjust your people or account settings.
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Accountants: can view budgets, edit expense data, export transactions and configure accounting and expense management settings. They are not able to make payments, create budgets or subscriptions or transfer funds into your account balance.
Please note, you can not add another Owner role to the account at this point in time. The Owner role is allocated to the person that has created the Weel account, and has exactly the same permissions as an Admin.
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If you’d like to send multiple invites in one go, click Invite another and enter the new email address and access level
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Click Send Invite
Staff members will receive an email with a link to create their Weel account.