Invite a colleague to your church

Invite each person using their own email address so their work remains attributed to them. An administrator manages organization invitations and roles.

Before you begin

Decide what the person needs to do, such as attach receipts, review transactions, or read reports. Confirm the recipient’s email address and choose appropriate roles instead of assuming everyone needs administration access.

Invite the person

1. Open Administration → Users or the Invitations area.
2. Choose Invite New User.
3. Enter the recipient’s email address and select the available roles and details.
4. Send the invitation and check it in the pending invitations list.
5. Ask the recipient to follow their invitation link and complete the sign-in or registration steps shown.
6. After acceptance, check their membership and access to the work they need to do.

If the invitation is not received

Check the email address and spam folder. Review the invitation’s status and use the available resend action if appropriate. An expired or revoked link needs a current invitation.

Existing Jade Funds users

A person who already has an account should use the invited email and complete any security verification requested during acceptance. They can belong to more than one organization.

Next step

See Understand roles and access.