When you invite someone, they receive an email with a link to accept the invitation. The easiest way for them to join is to open that link and accept it, without creating a new account from scratch. Until they accept, the invitation is listed under User invitations in Account & Users with the status Pending. An invitation for any role other than Accountant reserves a seat while it's pending.
If the invitation email doesn't arrive
Ask them to check their spam folder first. Then use one of these:
- Share an invite link yourself. In Account & Users, find the person under User invitations, open the row's actions and choose Create invite link. Copy the link from the Invite link dialog and send it to them in any way you like.
- Cancel the invite and send a new one. Choose Cancel invite on the row, then invite the same email again with + Invite a new member (or + Invite an accountant). They get a new email.
What happens when I cancel and resend an invite?
Cancel invite removes the pending invitation completely. It disappears from User invitations, any seat it reserved is freed, and the links in earlier invitation emails stop working. Sending a new invite creates a new pending invitation with a new email and link, so the person shows as Pending again until they accept.
Only Admins and the Owner (and Accountants whose Accountant permissions are set to Admin) can invite people, create invite links and cancel invitations. Create invite link and Cancel invite are in the web app. The mobile app lists invitations under Pending invitations in Account users, where you can Revoke one.
If they create an account instead
The invitation only works through its link. If the invitee signs up on their own without opening the link, they aren't connected to your account, whatever email address they use. Send them the link again with Create invite link. When they open it, they can log in with an existing account or create one, and your account then appears under their Linked accounts.