How to Invite a User to an Entity
To invite a user to your entity, follow these steps:
Navigate to the User Management Page:
If you are an Admin:
Go to Cashflow → Advanced Settings → User Management.
Here, you can invite users to that specific entity and re-send invitations if necessary.
If you are a Member:
Go to Entities and Consolidations.
You can invite users to entities you are a member of.
Click on "Invite User":
Look for the "Invite User" button and click on it.
Fill in the Invitation Form:
Email Address: Enter the email of the person you want to invite.
Job Title: Enter the invitee's job title. (See why this is important below.)
Access Rights: Assign the appropriate access level for the user.
Send the Invitation:
Click "Send Invitation". The invitee will receive an email with instructions to join Agicap.
Note: If you need to resend an invitation and you're not an admin, you'll need to fill out the invitation form again.
Why Entering the Job Title is Mandatory
When inviting a user, you must enter their job title. This helps us identify key roles within your organization, such as CEOs, CFOs, or Finance Managers. Knowing when these roles change allows us to provide tailored support and ensure Agicap continues to deliver value to your team.
Inviting Card Holders 💳
If someone needs access only to the Card Expenses feature without other Agicap functionalities, invite them as a Card Holder.
To Invite a Card Holder:
Go to the Card Holders Tab in Card Expenses.
Click on "Invite Card Holder".
Fill in the Invitation Form:
Personal Information: Provide the card holder's details for their Swan account setup.
Send the Invitation:
The invitee will receive an email from Agicap.
Invitee Completes Setup:
After clicking "Join Platform" in the email, they will create their Agicap password.
They will confirm their information and set up a 6-digit code for Swan authentication.
Result: The card holder's Agicap access and Swan account are created in one go.
💡 Tips
Only admins or users with the appropriate permissions can invite new users or card holders.
If you're not an admin and need to invite someone, contact your entity admin for assistance.
Ensure the invitee's email and job title are correct to streamline the onboarding process.
Q&A ❓
I invited a user, but they haven't received the email. What should I do?
Ask them to check their spam or junk folder. If they still can't find it, you may need to resend the invitation.
Can I invite multiple users at once?
Currently, users can only be invited one by one to each entity.
How do I invite a user to multiple entities?
You'll need to repeat the invitation process for each entity you want the user to access.