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Invite your team into Sumly

Invite a co-founder, a colleague or your outside accountant to your Sumly organisation by email, choose the role they get, and track the invite.

Sumly team

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Sumly is built for more than one person. When a co-founder, a colleague or the outside accountant who reviews your books needs access, send them an invite by email. Don't hand over your own login. Do it once your company details are in place, so whoever accepts lands in an organisation that's already set up correctly.

Members sits behind your company name

Click your company name at the top right of the nav bar and choose "Members". In the demo company here, the name reads "Demo Ltd". The menu shows the account you're signed in as and the organisations it belongs to, then "Settings", "Members" and "Billing", with "Sign out" at the bottom.

The page has two tabs. "Members" lists everyone who has actually joined, with columns for Member, Email, Role and Joined. If you haven't invited anyone yet, there's exactly one row. It's you, marked "You", with the role Owner. The second tab, "Invited", holds invites that have gone out but haven't been accepted.

Send the invite

Fill in the person's name, email and role, then send. Decide the role before you start typing. It's the only field that arrives already filled in, which makes it the easy one to skip past.

  1. Open the invite dialog

    "Invite member" is at the top right of the Members page. It opens a dialog headed "Invite a member". The line under the heading says the person gets an email with a link to join, and that "The invite expires in 7 days."

  2. Type their name and email

    You type both by hand. There's no picker and no directory to choose from. Use the address the person actually reads, because the invite goes there and nowhere else.

  3. Set the role

    Role arrives set to "Member". Open the dropdown to pick another. The four options are Owner, Member, Viewer and Accountant. Pick Accountant for the accountant you already use outside the company.

  4. Send it

    "Cancel" closes the dialog without sending anything. "Send invite" sends the email straight away, and nothing asks you to confirm the role afterwards.

What lands in their inbox

They get an email from Sumly with one button, "Accept invite". It comes from noreply@sumly.cy under the sender name Sumly, with the subject "You have been invited to join Demo Ltd on Sumly", showing your own company name in place of the demo one. It greets the person by name and names the organisation and the role you gave them. Some mail clients hide buttons, so underneath is the line "Can't click the button? Copy this URL into your browser:" followed by the full link.

"Accept invite" takes them straight to the first page of onboarding, headed "Create your account". There's no separate acceptance screen and nothing to retype. Their name and email address arrive filled in from the invite, so they only choose a password, then click "Create account". If they already use Sumly, they click "Already have an account? Sign in" on the same page instead of making a second account.

Track it on the Invited tab

The "Invited" tab on the Members page lists every invite you've sent. Its columns differ from the Members tab: Invitee, Email, Role and Status. A new invite shows Status "Pending" until the person creates their account. Then the status updates and they appear on the Members tab with everyone else.

Remember the gap in between. Until someone creates their account, they're not on the Members tab at all, only here. If you can't find a colleague you invited yesterday under Members, check Invited before you send a second invite.

Common questions

Behind your company name, not in the main navigation along the top. Click your company name at the top right of the nav bar and choose Members from the menu that opens. Settings and Billing are in the same menu.

Check spam. The email goes out the moment you click, so a missing invite is more likely stuck in a filter than delayed. Ask the person to search their spam folder for the sender noreply@sumly.cy, or for your company name in the subject line.

Use the link under the button. The email has a line there telling them to copy the URL into their browser, followed by the full link to paste in.

They do not need a second one. The page they land on has an "Already have an account? Sign in" link under the sign-up form, and that is the route to take.

Next is changing your plan and add-ons, under "Billing", one line below "Members" in the same organisation menu. If you haven't yet added the businesses you trade with, adding a customer or supplier is the step before this one.

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