How to Invite Team Members to Your Bookipi Account (Web App)
Bookipi’s multi-user feature allows you to securely share access to your account with team members, accountants, or other collaborators. Follow the steps below to invite users and manage access permissions.
Step-by-Step Guide to Adding Team Members
Step 1: Open Settings
Click on your profile icon in the lower-left corner of the page.
Select 'Settings'.
Note: If you manage multiple companies, ensure you have selected the correct company before inviting teammates.
Step 2: Navigate to the 'Teammates' Tab
Click the Teammates tab.
Step 3: Invite a Teammate
Click '+ Invite new teammates'.
Enter the teammate's email address. To invite multiple teammates at once, enter multiple email addresses separated by commas, spaces, or line breaks.
Click 'Invite'.
Step 4: Have Your Teammate Accept the Invitation
Once the invitation has been sent, your teammate will need to complete the following steps:
Open the invitation email sent.
Click 'Join' to begin the setup process.
Create a password for their new account.
Complete the account setup by providing the required information.
Review their details and click 'Confirm details'.
Your teammate will now have access to the company and can start collaborating with your team.
Note: If your teammate cannot find the invitation email, ask them to check their Spam, Junk, or Promotions folder.
What Invited Users Can Do
Invited users can help manage invoices by viewing and accessing account data.
They cannot update subscription details, ensuring only the primary account holder can make billing-related changes.
If there are payment issues, users will receive notifications to alert the account owner.
FAQ for Inviting Team Members to Your Bookipi Account
Q: What does the 'Teammates' feature in Bookipi do?
A: The 'Teammates' tab allows you to invite other users (such as team members or accountants) to access your Bookipi account so they can view/manage invoices and collaborate.
Q: Who can invite team members?
A: The primary account holder (or someone with appropriate permissions) can send invites. You begin by logging into your Bookipi account and navigating to Settings → Teammates.
Q: What exactly happens after I send the invite?
A: After you click 'Invite':
The recipient will receive an email with instructions to join your account.
After clicking Join, they’ll be redirected to create a password.
Once the password is set, they’ll be prompted to enter their name and other relevant information.
After completing these steps, they’ll see a confirmation that they have successfully joined the organization.
Q: What permissions do invited users have?
A: Invited users can view and access account data, such as invoices, to help with collaboration. But they cannot update/manage subscription or billing details; those remain under the account owner's control.
Q: Is this feature available in the mobile app?
A: No, this feature is only available in the web app version at the moment.
Q: Can I assign different roles to invited teammates?
A: Currently, assigning roles or access levels to teammates is not supported.
Q: Can I remove a teammate later?
A: Yes. Team members can be managed or removed from the Teammates section in Settings.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Download the Bookipi Invoice mobile app and check out our mobile app guides to make sending invoices anytime and anywhere even easier.