Jeeves offers two ways to invite users to the platform: individually or in bulk. This article will walk you through both methods.
Invite a single user
To invite a single user, follow these simple steps:
1. Log in to your Jeeves account and navigate to your dashboard to select the Teams tab.
2. In the Teams section, select the option Add new team member.
3. Select the role you want to assign to the new team member:
- Admin: This role has full access to all products, team management, integrations and security settings.
- Cards expense manager: This role can manage a department, invite users, create cards and be set as an approver to view and approve expenses of other users
- Employee: This role has limited access to their cards and spending activity.
- Bookkeeper: This role has access to integrations and activity, but does not have access to a card or the ability to spend.
4. You will be prompted to enter the following details for the user:
- Email address
- Department
- Location
- Approver
5. If desired, you can designate the user as an approver, allowing them to review and approve expenses. This step is optional and can be skipped if not applicable. See also: What is an approver?
6. Assign cards to the user. Once invited, they will be able to claim these cards from their dashboard.
By following these steps, you can easily invite a single user to join the Jeeves platform. If you have multiple users to invite, we offer alternative methods that streamline the process.
Invite users in bulk
At Jeeves, we understand that inviting multiple users to join our platform can be time-consuming. That's why we've introduced a convenient bulk invitation feature. To invite users in bulk, simply follow the steps below:
1. Log in to your Jeeves account and navigate to your dashboard. From there, select the “Bulk changes” tab
2. This will prompt you to select a CSV file to be downloaded. The CSV file enables you to make the desired updates for multiple users and upload it back to the system to apply the changes. Below are the two available options within the CSV file:
- Update existing users: This option is useful when you need to modify attributes for multiple users simultaneously, such as their roles, departments, or locations. Simply select the checkbox next to the users you wish to modify and specify the updated attributes.
- Invite new users: This option allows you to input the email addresses, roles, approver choices, and locations directly into the CSV file. After uploading the file, the invited users will be promptly added to the platform.
3. Once you have made the necessary updates to your CSV file, simply save it and upload it into our bulk feature.
From there, we will handle the rest of the process for you. In case there are any errors detected in your file, we will provide you with direct feedback in the CSV file itself, allowing you to make the necessary modifications.
It's important to note that while the bulk feature is excellent for inviting many users simultaneously, it does not include the option to assign cards. If you have an HRIS system, you can often export the relevant data and make slight modifications to ensure it meets our requirements.
If you encounter any issues or have further questions, please don't hesitate to reach out to our support team. We're here to help!