Inviting Team Members

Bamboo supports multi-user organizations. Invite team members to collaborate on your accounting.

Who Can Invite?

Users with admin or owner roles can invite new members.

Invitation Process

1. Navigate to Team Settings

   Go to Settings → Organization → Team Members.

2. Click “Invite Member”

   The invitation form opens.

3. Enter Email Address

   Provide the email of the person to invite.

4. Select Role

   Choose the appropriate role:

   • Admin - Full access to manage settings and team
   • Member - Day-to-day accounting operations

5. Send Invitation

   Click “Send Invites” to send all pending invitations.

What the Invitee Receives

The invited person gets an email with:

• Organization name
• Who invited them
• Link to accept the invitation

Note

Invitation links expire after 7 days. You can resend if needed.

Accepting an Invitation

When someone accepts:

1. They click the link in the email
2. If no Bamboo account, they create one
3. If existing account, they log in
4. They’re added to the organization

Pending Invitations

View pending invitations in Settings → Organization → Team Members:

Email	Role	Status
jane@example.com	Admin	Invited
bob@example.com	Member	Invited

You can:

• Resend - Send a new invitation email
• Revoke - Cancel the invitation

Best Practices

1. Use work emails - Easier to manage access
2. Start with minimal permissions - Upgrade roles as needed
3. Document who has access - For audit purposes
4. Remove access promptly - When someone leaves

Troubleshooting

Invitation not received?

• Check spam/junk folder
• Verify email address is correct
• Resend the invitation

Link expired?

• Click “Resend Invite” from the team members page
• New link will be generated

Already have an account?

• Use the same email for both
• Or create a new account with the invited email