Invite people and choose roles

Invite someone

1. Go to People and click Add person.
2. Enter their first name, last name and email address. Use the email they'll sign in with; it's also the only address their emailed receipts can come from.
3. Tick Can log in and pick a Role.
4. Click Send invite. They get an email with a sign-in link. The invite is good for 7 days.

To track someone who spends on a card but never signs in, leave Can log in unticked. You can still give them a department and assign them cards.

What each role can do

Role	Sees	Can do
Admin	Every card and charge	Everything, including settings, people, cards, approvals setup and accounting connections
Manager	Every card and charge	Code, split, flag and approve charges; run exports; approve reimbursements. Can't invite people, assign cards or change company settings
Member	Their own cards, plus cards shared with them	Add receipts and memos, code their own charges, submit reimbursements

Anyone who approves needs to be a Manager or an Admin. Members don't have the Approvals page, so a Member named in an approval workflow can't approve from Summit.

To let a Member see a card they don't hold, share it with them: see Share a card.

Manage invites and people

• Pending invites lists everyone who hasn't signed in yet, with Resend (which also gives them 7 more days) and Revoke.
• Change a role: open the person and change Role under Access. You can't change your own role, and your company always needs at least one Admin.
• Help someone sign in: open the person and click Send sign-in link.
• Remove access: open the person and click Deactivate account under Danger zone. It blocks sign-in and ends their sessions, but keeps their cards and history. Reactivate brings them back.