How to invite a co-worker to your company

Learn how to get your co-workers set up in Corpay One.

Frederik Riis avatar
Written by Frederik Riis
Updated over a week ago

1. Click on Settings > Team in the left-side menu, and then click the Invite Co-workers button:

2. You must now enter the co-worker's email address and full name and email address under User Details. You can also select the co-workers language here and add them to a primary department, if relevant. In addition, you must select a role for the co-worker among the tabs at the top of the window, as well as the coworker's permission checkboxes in the right side. Permissions and roles can always be adjusted at a later time, which you can read more about here:

  • You can also invite multiple co-workers to your company at the same time by importing them as a CSV file. Click Import from a CSV file next to the Save button to do this.

Press Save to invite the co-worker and add them to the co-worker overview. The co-worker will receive an invitation to the company in their email inbox. The invitation contains a link directly to the company's account in Corpay One.

  • If later on you want to change a coworker's information, role or permissions, just click on the co-worker's name in the co-workers overview. This will open up the setup window where you can make the desired changes. 

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