- Click on Settings via the menu on the left, and then on Members, also in the menu.
- Click on Invite company member.
- Enter their email address in the field provided and select the role you’d like to assign to them. Different roles have different rights:
- Admins and contributors can connect bank accounts.
- Only admins can invite new company members, change the role of existing members, or delete them.
- Click on Send invite.
- The invited person will receive an email with a ling to set up their re:cap accounts and access your company’s insights.
