How to add your team to Extend

Inviting people to join your organization in Extend will give you more visibility and control over spending across your team. Only the Owner and Admin can invite (and remove) people.

Members of your team will be visible to everyone who has joined your org in Extend on the People page. The Owner and Admin can manage all members from the People page, as well. 

 

Introduce Extend to your team

If you’d like to introduce your team to Extend before inviting them to join, you may use this sample email template

 

Sending an invitation

When you invite someone who does not yet have an account with Extend, they will receive an email invitation to sign up as part of your organization. If they already have an account, they will receive an invite via email and in the app to join your org. 

 

1. Go to the People page using the navigation bar on the left-hand side. 

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2. Select Invite people + on the right side of the screen. 

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3. Click “Invite to Organization.”

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4. Enter the email address of the person(s) you want to invite in the Email Addresses section. You can enter up to 100 email addresses at a time by separating each with a comma. Next, select their role—this will ensure new users can immediately take advantage of the tools they may need access to in Extend. Click Confirm and Invite. An invitation will be sent via email.

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Note: If you are an Owner or Admin, you can also invite someone to join your org in Extend by sending them a standard or recurring card. They will need to accept the invitation before accessing the card. 

 

Accepting an Invitation

When someone is invited to join an organization, they will receive an email with a link to view the invitation in Extend.

  • If they are not already using Extend, they will be directed to the sign up page, where they can sign up for Extend as part of your organization.
  • If they already have an Account with Extend, they will receive an invitation via as well as in the app. If they accept the invite, they will leave their current org. 

 Email with link to invitation

 

The sender of the org invitation will receive a notification when the recipient accepts or declines the invitation. 

Invitation in the Extend app

 

Note: An Extend user can only be a member of one organization at a time. To change organizations, a user must be invited to a new organization and accept this invitation.

 

Pending Invitations

Anyone you have invited will appear on the People page under the Invited to Organization tab until they accept or decline the invitation.

For pending invitations, you can send a reminder by selecting Reinvite, or cancel the invitation by selecting Cancel.

 

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