---
title: How to invite your teammates?
description: Spendbase is a collaborative platform, and inviting your teammates is the first step toward full visibility and shared control over your SaaS spend.
---

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# 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:

1. Go to the Team tab![](https://faq.spendbase.co/hs-fs/hubfs/Screenshot%202025-06-25%20at%2017-54-47-png.png?width=688&height=430&name=Screenshot%202025-06-25%20at%2017-54-47-png.png)
2. Click Invite User
3. Enter their name, email, and assign a role
4. Click Send Invite

![](https://faq.spendbase.co/hs-fs/hubfs/Screenshot%202025-06-25%20at%2017-56-42-png.png?width=688&height=430&name=Screenshot%202025-06-25%20at%2017-56-42-png.png)

#### 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

![](https://faq.spendbase.co/hs-fs/hubfs/Screenshot%202025-06-25%20at%2018-12-06-png.png?width=688&height=331&name=Screenshot%202025-06-25%20at%2018-12-06-png.png)

✅ 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 →](https://faq.spendbase.co/en/knowledge-base_spendbase/integrations?hsLang=en) or [Money Onboarding →](https://faq.spendbase.co/en/knowledge-base_spendbase/money?hsLang=en) or [Procurement →](https://faq.spendbase.co/en/knowledge-base_spendbase/procurement?hsLang=en) or [Discounts →](https://faq.spendbase.co/en/knowledge-base_spendbase/discounts?hsLang=en)

- [I’m an actual user](https://faq.spendbase.co/en/knowledge-base_spendbase/im-an-actual-user?hsLang=en)
- [I’m interested in Spendbase services](https://faq.spendbase.co/en/knowledge-base_spendbase/im-interested-in-spendbase-services?hsLang=en)
- [Getting started](https://faq.spendbase.co/en/knowledge-base_spendbase/getting-started?hsLang=en)
- [Frequently Asked Questions](https://faq.spendbase.co/en/knowledge-base_spendbase/frequently-asked-questions?hsLang=en)
- [Integrations](https://faq.spendbase.co/en/knowledge-base_spendbase/integrations?hsLang=en#main-content)

    - [Overview](https://faq.spendbase.co/en/knowledge-base_spendbase/integrations?hsLang=en#overview)
    - [Manage integrations](https://faq.spendbase.co/en/knowledge-base_spendbase/integrations?hsLang=en#manage-integrations)
    - [Identity providers](https://faq.spendbase.co/en/knowledge-base_spendbase/integrations?hsLang=en#identity-providers)
    - [Direct API integrations](https://faq.spendbase.co/en/knowledge-base_spendbase/integrations?hsLang=en#direct-api-integrations)
    - [Expense/Accounting software](https://faq.spendbase.co/en/knowledge-base_spendbase/integrations?hsLang=en#expense-accounting-software)
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    - [Browser extensions](https://faq.spendbase.co/en/knowledge-base_spendbase/integrations?hsLang=en#browser-extensions)
- [Applications](https://faq.spendbase.co/en/knowledge-base_spendbase/applications?hsLang=en#main-content)

    - [General](https://faq.spendbase.co/en/knowledge-base_spendbase/applications?hsLang=en#general)
    - [Adding applications](https://faq.spendbase.co/en/knowledge-base_spendbase/applications?hsLang=en#adding-applications)
    - [Managing applications](https://faq.spendbase.co/en/knowledge-base_spendbase/applications?hsLang=en#managing-applications)
    - [Applications data syncing](https://faq.spendbase.co/en/knowledge-base_spendbase/applications?hsLang=en#applications-data-syncing)
- [Settings](https://faq.spendbase.co/en/knowledge-base_spendbase/settings?hsLang=en#main-content)

    - [Team settings](https://faq.spendbase.co/en/knowledge-base_spendbase/settings?hsLang=en#team-settings)
    - [Account settings](https://faq.spendbase.co/en/knowledge-base_spendbase/settings?hsLang=en#account-settings)
- [Procurement](https://faq.spendbase.co/en/knowledge-base_spendbase/procurement?hsLang=en#main-content)

    - [General](https://faq.spendbase.co/en/knowledge-base_spendbase/procurement?hsLang=en#general)
    - [Approval flow](https://faq.spendbase.co/en/knowledge-base_spendbase/procurement?hsLang=en#approval-flow)
    - [Procurement Request](https://faq.spendbase.co/en/knowledge-base_spendbase/procurement?hsLang=en#procurement-request)
    - [Slack App](https://faq.spendbase.co/en/knowledge-base_spendbase/procurement?hsLang=en#slack-app)
- [Money EU](https://faq.spendbase.co/en/knowledge-base_spendbase/money-eu?hsLang=en#main-content)

    - [General](https://faq.spendbase.co/en/knowledge-base_spendbase/money-eu?hsLang=en#general)
    - [Identity verification](https://faq.spendbase.co/en/knowledge-base_spendbase/money-eu?hsLang=en#identity-verification)
    - [Top up/Loads](https://faq.spendbase.co/en/knowledge-base_spendbase/money-eu?hsLang=en#top-up-loads)
    - [Profile](https://faq.spendbase.co/en/knowledge-base_spendbase/money-eu?hsLang=en#profile)
    - [Withdraw/Send out](https://faq.spendbase.co/en/knowledge-base_spendbase/money-eu?hsLang=en#withdraw-send-out)
    - [Banking](https://faq.spendbase.co/en/knowledge-base_spendbase/money-eu?hsLang=en#banking)
    - [Mobile wallet](https://faq.spendbase.co/en/knowledge-base_spendbase/money-eu?hsLang=en#mobile-wallet)
    - [Transactions](https://faq.spendbase.co/en/knowledge-base_spendbase/money-eu?hsLang=en#transactions)
    - [Security](https://faq.spendbase.co/en/knowledge-base_spendbase/money-eu?hsLang=en#security)
- [Money US](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#main-content)

    - [General](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#general)
    - [Top up](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#top-up)
    - [Withdraw](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#withdraw)
    - [Usage](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#usage)
    - [Transactions](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#transactions)
    - [Fees & refunds](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#fees-refunds)
    - [Issues](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#issues)
    - [Access & login](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#access-login)
    - [Roles & permissions](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#roles-permissions)
    - [Team management](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#team-management)
    - [Reports & statements](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#reports-statements)
    - [Payments & automation](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#payments-automation)
    - [Account closure](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#account-closure)
    - [Security](https://faq.spendbase.co/en/knowledge-base_spendbase/money-us?hsLang=en#security)
- [Discounts](https://faq.spendbase.co/en/knowledge-base_spendbase/discounts?hsLang=en)

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