Invite a member

Invite colleagues, your bookkeeper or your tax advisor to your workspace. They get access with exactly the rights of the role you give them.

Before you start

• You need a role for the person. A new workspace has no role yet that you can give. If there is none, the invite window shows Create a role — create one there first, for example “Staff” with read rights.
• A place must be free. Next to Invite member you see how many places are taken, for example 1 of 2 seats taken. When all are taken, the button is greyed out.
• You need the right to invite. As the owner you always can; other members only with the Create right under Members.

Invite a member

1. In your app, open Members & Roles → Team members and click Invite member at the top right.

2. Enter the person’s First name, Last name and Email address, and choose their Role.

   

3. Click Send invitation — the button becomes active once you’ve entered something.

What happens next depends on whether the person already has a UNENO account:

The person …	What happens
is new to UNENO	You see Invitation sent. They get the email You’ve been invited to join [company] with a link to set their password. Until then they’re listed with the status Invited.
already has a UNENO account	You see Member added to the workspace. They’re a member right away and get the email You now have access to [company] — nothing to accept.

What accepting looks like for the invited person is described under Accept an invitation.

Re-send an invitation

If the email didn’t arrive or the link has expired, click ⋮ in the invited member’s row, then Resend invitation. They get a new link; you see Invitation resent — the new link is valid for 7 days.

Good to know

• The invitation link is valid for 7 days. After that, simply re-send it.
• The invitation comes in your workspace’s language. A new person gets the email and the password page in the owner’s language; someone with an existing account keeps their own language.
• Open invitations already take up a place. If an invitation is no longer needed, remove the person again.
• Former members are simply invited again — with a role, like anyone new: their previous role went when they were removed.
• “This person is already a member of this workspace.” — then they’re already on your team; you’ll find them in the list.