How to Invite Team Members

Invite colleagues so they can help with orders, redemptions, and day-to-day voucher work on your VaocherApp account. Each person gets their own login. You choose how much they can do before you send the invite.

This guide covers sending an invitation and what happens while it is pending. For what Admin, Staff, and custom permissions mean, see How to Manage Team Members and Set Permissions. To change access for someone who already joined, see How to Update a Team Member’s Access.

Things to know

• You invite one email address at a time. After a successful send, you can invite another person.
• Invitations expire 30 days after they are sent. If the link expires, use Re-send invite to create a new link and restart the countdown.
• Your teammate must accept the email invite and set their password before they become an active member.

How to open Team Members

1. Open the VaocherApp dashboard and go to Settings.
2. Open Team Members.

How to send an invitation

1. Click Invite New Member.
2. Under Who you are inviting, enter:
   • Full name
   • Email
   • Personal message (optional) if you want to customise the note in their invite email
3. Under What they can do, leave Preset roles selected for most invites, then choose Admin or Staff.
4. Review the Invitation Email Preview on the right. It shows that the invitation expires after 30 days.
5. Click Send invitation.

They receive the email straight away.

Need a custom mix of access?

On the same screen, switch to Custom permissions and tick only what they need, then click Send invitation. Details are in the permissions guide.

What happens next

1. They receive the invitation email (including your optional message).
2. They accept the invite and set their password.
3. They appear on Team Members as Pending, then Active once they have joined.

Pending invites, expiry, and resend

Open the pending member from Team Members.

You will see:

• How many days are left before the invite expires, or that it has already expired
• Get invite link to copy the current join link (not available after the invite has expired)
• Re-send invite to email a new link and reset the 30-day window (also works after expiry)

If you no longer want that person on the team, use Revoke Access on their profile.

How to check it worked

• On Team Members, the person appears with status Pending until they accept, then Active.
• Ask them to open the invite email and complete Join Now. If the link fails with an error such as “invite not found”, open their profile and click Re-send invite.