Invite teammates to a workspace

Inviting someone

Open Organization, then Members. Enter the teammate's email and optional name, choose a role, and send the invite. A pending invite can be resent or revoked at any time before it is accepted.

Account names

Each person has one account name across Mari Yangu. An optional invitation name fills a missing account name when the invitation is accepted; it does not replace an existing name. Members can update their own name in Settings, Account. Reports use the account name, falling back to email when no name has been set. Generate a new report after changing your name; an already downloaded report keeps its original contents.

Roles

The workspace owner is set automatically when a workspace is created and cannot be assigned via invite. Other team members can have one of five roles.

1. 1

   Admin

   Manage all data and members.

2. 2

   Ops Admin

   Manage settings, billing, and members. No data access.

3. 3

   Operator

   Submit expenses and manage workspace operations.

4. 4

   Member

   Submit and manage your own expenses and reports.

5. 5

   Viewer

   Read-only access to all org data.

Accepting an invite

An invite link opens a preview showing who invited you, the role offered, and the workspace name. Sign in to accept it, the workspace then appears in your account.