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Inviting Users

To collaborate effectively, you need to add team members to your LoveInvoice business.

How to Invite a User​

  1. Navigate to the Users & Permissions section in your dashboard.
  2. Click the Invite User button.
  3. Enter the new user's email address.
  4. Assign a role appropriate to their responsibilities (Viewer, Member or Admin).
  5. Send the invitation.

The invited user will receive an email with instructions to join your business.

If the user already has a LoveInvoice account, they can accept the invitation directly. If not, they will need to create an account first.

They are also able to decline the invitation if they choose not to join.

Tips​

  • Choose roles carefully—Owners have full control, Admins have management permissions, and Members have limited access.
  • You can view and manage pending invitations anytime.

Next, learn about User Roles to understand permission levels.