Inviting and Adding Members

How to invite

1. "Business account" → "Members" → "Invite member"
2. Enter the invitee's email address
3. Choose the roles to grant (multiple allowed)
4. Choose the target stores (optional / blank = all stores)
5. Add a message (optional)
6. "Send invitation"

How invitation emails work

• The invitee receives an invitation email
• They click "Join" in the email
• If they don't have a ReceiptRoller account, they register a new one
• If they already have an account, they log in and join the business account
• Valid for: 7 days

Roles you can grant

You can grant multiple roles to a single member. The roles you can grant vary by plan.

The pending-invitation state

• Shown as "Pending" in the "Members" list
• They can't access store data until they accept
• To cancel an invitation, use the "Cancel" button
• If it has expired, use "Resend"

Inviting external members (agencies, SNS management vendors, etc.)

You can also invite people outside your company. Follow the principle of least privilege: grant an SNS management vendor only the SNSManager role and limit which stores they can access.

Things to note

• You can't send duplicate invitations to the same email address
• You can invite someone who is already a member of another business account (they switch between business accounts to use each)
• Grant the SuperUser role only to people you trust
• For large numbers of invitations, you can bulk-invite via CSV import (Enterprise plan)

Related guides

• Managing member role permissions
• What is a business account?
• Back to Account Help