How do I invite a new team member?

Short Answer: Go to Settings → Team, click "Invite member", enter the member’s Email address, choose a Role, then submit the invitation.

PreRequisites

1. Be signed in to CleverBalance.

2. Have access to Settings → Team.

Steps

1. Open the left navigation menu, select Settings, then click "Team".
   The Team page loads showing the members table and the "Invite member" button.

2. Click the "Invite member" button at the top-right of the Team page.
   The "Invite members" modal opens with fields for Email address and Role.

3. In "Email address", enter the person’s email (example: [email protected]).
   The email appears in the Email address field.

4. Open the "Role" dropdown and select the appropriate role for the user.
   The selected role appears in the Role field.

5. Submit the invitation using the modal’s primary confirm button.
   The invitation is sent, and the new member may appear in the table with a Pending status.

Troubleshooting

1. Clicking "Invite member" does nothing.

   Likely Cause: You are not on Settings → Team or your account lacks permission to invite members.

   Action: Open Settings → Team and try again. If the button is still unavailable, ask an Admin to invite the user.

2. The email address is rejected.

   Likely Cause: The email format is invalid or the address already belongs to an existing team member.

   Action: Ensure the address uses the correct format ([email protected]) and is not already in the team.

3. The submit/confirm button is not visible in the modal.

   Likely Cause: The modal’s bottom area is off-screen due to window size or zoom level.

   Action: Scroll inside the modal, resize the browser window, or zoom out to reveal the action buttons.

Note: The page button is labeled "Invite member", while the modal title reads "Invite members". The confirm button may appear at the bottom of the modal and might require scrolling to view.