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How to invite a coworker to your company

Learn how to invite coworkers to your company in Corpay One so they can help add and approve documents.

1. Go to Settings > Team in the side menu, and then click the Invite coworkers button on the right side of the screen:

2. Now enter the coworker's email address and name, and select the coworker's role and any additional permissions. You can also select a primary department for the coworker here.

Click Save to invite the coworker. The coworker then receives an invitation at the email address you entered, containing a link directly to the company in Corpay One:

That's it! The coworker has now been invited to Corpay One and will appear in the list of coworkers. The coworker can access the company via the link in the invitation email.

  • If you later want to change a coworker's information, role or permissions, click the coworker's name in the coworker overview. The window with the coworker's details, role and permissions then opens again.

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