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How to Invite a Team Member

Invite someone to your team and choose whether they join as an Admin or an Assistant.

  1. Open your profile menu and select Team Members

  2. Click Invite

  3. Enter their Email Address

  4. Under Select Role, choose Admin or Assistant

  5. Click Send Invitation

The invitee will receive an email with a link to accept. If they don’t have a Beventi account, they’ll be asked to create one.

Choosing a role: only you and your Admins can open Reports and download the accounting CSV. Invite your bookkeeper, or anyone else who needs your sales figures, as an Admin.

Note: Invitation links expire after 30 days. You can resend them anytime.

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