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How do I invite team members onto my Arc account?

Bethany McClain avatar
Written by Bethany McClain
Updated over a month ago

With an Arc account, you can invite team members to the platform and consolidate all your corporate spending on one platform. Company admins have the ability to assign roles to each team member, create individual cards, and set spending controls on them.

Inviting team members and configuring user permissions

  1. Login to your Arc account and head over to your Settings, then Organization.

  2. Select the Invite Team Member button on the right side of the page

  3. Enter the details of the team member you wish to add and assign a role to this new member

    Possible roles:

    Admin – full access to all accounts, security settings, team management and approvals rules.
    Member - can move money externally with admin permissions.

    Card user – access is limited to their individual card information and transaction history.

    Bookkeeper – read-only access to the platform and is not able to move money, issue cards, or add team members.

  4. Click on the Add Team Member button and enter the security code for 2-factor authentication

  5. An invitation will be sent to your team members for them to join your Arc Treasury account!
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    Note: Invitations have a 7-day acceptance period. If your invitation has expired, kindly ask the account's admin to send a new one. Please ensure you accept it within the 7-day timeframe. If you encounter any issues with the new invitation, let us know.

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