How to invite your teammates?

Spendbase is a collaborative platform, and inviting your teammates is the first step toward full visibility and shared control over your SaaS spend.

Invite teammates (no integration required)

You can invite users who:

Are not part of your company domain
Are external vendors, contractors, or consultants
Or when you haven’t integrated your workspace

To invite them:

Go to the Team tab
Click Invite User
Enter their name, email, and assign a role
Click Send Invite

Invite teammates using Google

If you’ve already made an integration of your workspace with Google Workspace or Microsoft 365, Spendbase automatically detects company employees.

To invite users from this list:

Go to the Team tab
Click Invite via Workspace
Select users from the detected list
Assign each of them a role (see role types below)
Click Send Invite

Available Roles

Admin: provides admin access to SaaS features (including Discounts) and the Money section;
Admin SaaS only: provides admin access to SaaS features of the platform and gives full specter of interaction and management - but with no access to the Money section;
Member: have limited access to Money (viewing and managing the assigned cards) and to procurement (viewing and managing the assigned/created requests) with no access to Discounts and Money sections.

Manage user roles & access

You can change a user’s role or remove their access at any time:

Click on a user in the Team tab
A modal window will appear

From there, you can:

Update their role
Remove them from the platform

✅ Once your team is onboard, you’re ready to track your SaaS usage or start with virtual banking or set up a Procurement Workflow & Requests.

Continue to Next: Connect Integrations → or Money Onboarding → or Procurement → or Discounts →