Administrators can invite new team members to SVB T&E at any time from the People page.
Administrators can also manage their team on the People page, including editing user information, adjusting user permissions, and deactivating users.
Invite New Team Members
To invite team members to SVB T&E, click People in your admin sidebar. In the upper right-hand corner, click Invite.
You can invite people one by one, by typing in the e-mail of the person you’d like to invite, or you can invite people in bulk by copying and pasting a comma or space-separated list of email addresses.
You have two options for sending out email invites:
- [Default]: send out email invitations immediately
- Send out email invitations later, but add employees to the account now.
Option #1: Send out Email Invitations Immediately
If you'd like the employee(s) to receive the invitation email right away, just click the blue Invite button. You can add an optional note welcoming them to SVB T&E.
When you click Invite, the user will receive an email invitation prompting them to set up their SVB T&E account.
Option #2: Delay Email Invitations for New Employees
You also have the option to send the invitation to the employee at a later time. This allows you to assign a manager, and add rules and team fields, to this employee's SVB T&E profile prior to inviting them to set up their account.
Simply uncheck Send an email invitation to user to access SVB T&E now before clicking Invite.
The pending user will be added on the People page along with the rest of your team. This allows you to assign a manager, add rules and team fields to this employee's profile prior to inviting them to set up the account.
When you're ready for the employee to join the account and receive the email invite, simply hit Send Invite below their name on the People page:
Or select multiple users and click Invite to invite your team all at once. You will be given the option to write a curated welcome message.
Setting a deactivation date
An additional option you have is to set a deactivation date for an SVB T&E account. This can come in handy when you would like to invite a temporary employee, or contractor, or are interviewing candidates who will need access to SVB T&E for a set period of time.
That’s it! That user(s) will receive an email with an invitation to join your SVB T&E account.