Invite members by email

Send secure invite links. Invited members set their own password and, by default, only see their own expenses and income.

Open dashboard

1 Send an invite

  1. Open Dashboard → Members.
  2. Enter the person’s email.
  3. Choose a role (Member is recommended for limited access).
  4. Click Send invite.

2 Accept the invite

  1. Open the email link.
  2. Confirm the organization and role notice.
  3. Create a password (min 8 characters).
  4. You are signed in and redirected to the dashboard.

3 Manage pending invites

Pending invites appear under the invite form. Revoke unused invites anytime. Re-inviting the same email replaces the previous pending invite.

API

curl -X POST "$BASE/api/v1/orgs/$ORG_ID/users/invite" \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"email":"person@company.com","role":"member"}'
  • GET /api/v1/orgs/{orgId}/invites — list pending
  • DELETE /api/v1/orgs/{orgId}/invites/{inviteId} — revoke
  • GET|POST /api/v1/auth/accept-invite — preview / accept