Inviting Users (Teams)

Forming a Team

A team is formed by inviting users to join your workspace.

Users added to a team can add expenses, export reports, and more. You can change their role to manage what they can see.

Inviting a User

After inviting a new user’s email, an account will automatically be created for them. A link will be sent to their email for them to set a password. If there are any issues, have them reset their password on the login screen (input email ➜ “Reset Password”) [Reference Demo]

For existing users, they will automatically be added to your workspace. They can access your workspace using the workspace selector.

• App Links

  • Web App: https://app.easy-expense.com/

  • iOS (Apple): https://apps.apple.com/us/app/receipt-scanner-easy-expense/id1528787066

  • Android (Google Play): https://play.google.com/store/apps/details?id=com.easyexpense