---
title: "How do I invite my team and choose their roles?"
description: "Go to Settings, then Team Members, and click Add Member. Enter their email, pick Admin or a role such as Payer or Approver, and click Send Invitation. Each person who joins takes a seat on your plan."
url: https://cleo-pay.com/help/invite-your-team-and-choose-roles
category: "Getting started"
audience: [business]
updated: 2026-10-22
support: support@cleo-pay.com
---

# How do I invite my team and choose their roles?

> Go to Settings, then Team Members, and click Add Member. Enter their email, pick Admin or a role such as Payer or Approver, and click Send Invitation. Each person who joins takes a seat on your plan.

To add someone, go to **Settings**, then **Team Members**, and click **Add Member**. Enter their email, choose **Admin** or a role like Payer or Approver, and click **Send Invitation**. They get an email from us, sign up or sign in with that address, and accept. Only admins can invite people or change roles.

## Invite someone

1. Click **Settings**, then **Team Members**.
2. Click **Add Member**.
3. Enter their email address.
4. Pick a role under **Role**.
5. Click **Send Invitation**.

The invite shows on the **Pending** tab until they accept. From there you can click **Resend** to send the email again, or **Cancel** to withdraw it.

You can also invite people during setup, on the Team step. See [How do I set up my Cleo Pay account?](https://cleo-pay.com/help/set-up-your-cleo-pay-account)

## Admin or member

Every person is either an admin or a member with a role.

| Access | What they can do |
|---|---|
| Admin | Everything, including Settings. "Access to all features and settings." |
| Member with a role | Only what their role allows. Members don't see Settings. |

Pick **Admin** at the top of the role list to make someone an admin. Pick any other role to make them a member with that role.

## The built-in roles

Every business starts with these two roles for members:

| Role | What it's for |
|---|---|
| Payer | Runs payments. Can view, create, edit, approve and pay bills, send invoices, and manage contacts, tags and products. Can view and export reports. |
| Approver | Reviews payments. Can view bills and approve or decline them, with read-only access to invoices, contacts and reports. Can't send payments. |

## Make your own role

1. Click **Settings**, then **Roles & Permissions**.
2. Click **Create role**.
3. Pick a template under "Start from a template", or start blank. The Accountant template, for example, gives read-only access to payments, invoices and reports, plus exports.
4. Name the role, turn permissions on or off, and click **Create role**.

A few view permissions stay on for every role because core features need them.

## What your teammate sees

They get an email with the subject "You've been invited to join [your business] on Cleo". The **Review Invitation** button takes them to sign up with that email address already filled in. If they already have a Cleo Pay login, they can sign in instead.

If they're new to Cleo Pay, we ask them a couple of quick questions first. They should choose **Pay my vendors**, then close the "Create a business" window if it opens. The invitation is on the page behind it, under "Invitations", with **Accept** and **Reject** buttons. After they click **Accept**, your business appears in their list of businesses.

They need to sign up with the same email address you invited.

## Seats and charges

Each person who accepts takes a seat on your plan, admins included. Pending invites don't take a seat. When you add someone, the Add Member window tells you what it costs. Usually that's a prorated charge now, then the seat price each month. If a seat you already paid for this period is free, it says so. See [Plans, seats and included payments](https://cleo-pay.com/help/plans-seats-and-included-payments).

## Change a role or remove someone

On the **Active** tab, click the menu on that person's row.

- **Update** changes their role or makes them an admin.
- **Revoke access** removes them from the business. You can bring them back later with **Reactivate access**.

You can't change your own role from this page. Ask another admin.

## If an invite doesn't arrive

Ask them to check spam, then click **Resend** on the Pending tab. If it still doesn't arrive, email support@cleo-pay.com with your business name and the email address you invited.