How do I add a user in my organization?
Zoho Invoice allows you to create upto two users under an account. If you would like to add more than two users, you can consider upgrading to our billing platform, Zoho Billing.
Prerequisite: To add a new user to your Zoho Invoice organization/account, you need to be an Admin in the organization.
You can simply send an invitation to provide them access to your organization. Here’s how:
- Go to Settings and select Users.
- Click Invite User in the top right corner of the page.
- In the pop-up that appears, enter the name, email address, and choose a role for the new user that you would like to add.
- Click Send to send an invite to their email address.
The newly added email address will receive an invitation to join the organization. Once they click Accept Invitation, and sign in with the user name, they will become a user in your organization.
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