Owners and Admins can invite new team members from the Team page. The invite flow walks you through assigning a role and configuring permissions in a few simple steps.
Step 1 — Enter their details
Go to Settings → Team and click "Invite". Enter the new member's first name, last name, and email address.
If the email matches a previously removed user, you'll be prompted to restore their account instead of creating a new invite.
Step 2 — Assign a role
Choose one of three roles:
Admin — Full operational access. No further configuration needed.
Bookkeeper — You'll be asked to select which accounts they can access (Step 2c).
Custom — You'll configure their full permission set (Step 2b), including account access.
Step 2b — Custom role permissions
If you selected Custom, you'll see a permissions panel organised by group:
Move money — send money, manage recipients, transfers, request payments
Manage operations — accounting, manage cards, issue cards, App Store, categories
Analytics access — cashflow insights, spend insights, reports
Account access — select which Incard and linked accounts they can view
Note: selecting "manage recipients" automatically enables "send money" and vice versa.
Step 2c — Account permissions (Bookkeeper)
If you selected Bookkeeper, choose which Incard accounts and linked accounts they should have access to.
Step 3 — Review and send
Review the summary of the invite — name, email, role, and all configured permissions. You can edit any section before confirming.
Click "Send invitation". The new member will receive an email to join your team. You can invite another member immediately or return to the Team page.
Good to know
Invitations are active for 5 days. You can resend an invite from the member's profile if it expires.
New members must complete identity verification (KYC) before they can create cards or execute payments.
You can revoke a pending invite at any time from the Team page.