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This guide walks through the complete process of inviting team members to your Chainbook wallets.

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Before You Invite

Before sending invitations, ensure:
You have a wallet to share
You have the person’s email address
Your wallet is under its collaborator limit (Free: 1 team member per wallet; Pro: up to 5 per wallet; Enterprise: unlimited)

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Invitation Process

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Step 1: Open the Share Wallet Dialog

There are two ways to get there:
1

From the Wallets page

Click Wallets in the sidebar, open the wallet row’s ⋮ menu, and click Share.
2

Or from the Shared page

Click Shared in the sidebar, then click Share Wallet and pick the wallet.

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Step 2: Send Invitations

1

Enter email addresses

Type an email address and press Enter (or comma) to add it as a chip. Repeat to invite several people in one go.
Use the email they’ll sign in with. If they don’t have an account yet, the invitation is accepted automatically when they sign up with that email.
2

Choose a role for each invitee

Pick Viewer or Editor next to each email. Viewers get read-only access; Editors can also update transaction categories and descriptions, manage categories, and edit contacts.
3

Send

Click Invite.
An invitation email is sent to each person immediately.

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Step 3: Wait for Acceptance

The invitee receives an email with a link that grants access when opened. Invitation status:
  • Pending - Invitation sent, awaiting acceptance — the invitee has no access yet
  • Accepted - Member has joined the wallet

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What the Invitee Sees

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Email Invitation

The invitation email has the subject:
or, for Viewer invitations:
It contains a link to open the shared wallet in Chainbook.

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Accepting the Invitation

Clicking the link accepts the invitation automatically — there is no separate Accept or Decline step:
  1. Existing users: sign in, and the wallet appears in their Shared section
  2. New users: sign up with the invited email address, and the wallet is connected to their new account automatically
The invitation link includes a secure token and expires after 7 days. The invitation is tied to the invited email address.

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Managing Invitations

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Checking Invitation Status

To see pending invitations:
  1. Open the wallet’s Share Wallet dialog (wallet row ⋮ → Share, or Shared → Share Wallet)
  2. View the member list — pending invitations are shown alongside active members

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Re-sending an Invitation

If the invitation expired or wasn’t received, invite the same email address again. The new invitation replaces the previous one, and a fresh email with a new link is sent.

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Pending Invitations

A pending invitation grants no access — the invitee can’t see anything until they open the link. If you invited the wrong person, the safest options are:
  • Let the invitation expire on its own after 7 days, or
  • If they’ve already accepted, remove them from the member list

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Best Practices

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Choose the Right Email

Use work email addresses for business wallets to ensure the right people have access.

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Communicate Context

Before sending the invitation:
  • Let them know to expect it
  • Explain what the wallet contains
  • Share any relevant context

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Choose Roles Deliberately

  • Give Viewer to people who only need visibility (partners, clients, auditors)
  • Give Editor to people who help maintain the books (bookkeepers, finance teammates) — they can edit transaction categories and descriptions, manage categories, and edit contacts
  • Only you as the owner can add assets, invite members, or delete the wallet

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Review the Member List Regularly

Audit your wallet members periodically:
  • Remove people who no longer need access
  • Re-invite anyone whose invitation expired
  • Ensure each member has the right role

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Troubleshooting

  1. Check they’re looking in the correct inbox
  2. Have them check spam/junk folders
  3. Verify the email address is correct
  4. Invite the same email again — the new invitation replaces the old one and sends a fresh email
Invitations are tied to the invited email address. If they created their account with a different email, send a new invitation to the email their account actually uses.
Collaborator limits are counted per wallet, and pending invitations count towards the limit. Check your plan:
  • Free: 1 team member per wallet
  • Pro: up to 5 team members per wallet
  • Enterprise: unlimited team members
Upgrade your plan, or remove a member (or let a pending invitation expire) to free up a seat on that wallet.
Ensure they:
  1. Signed in with the invited email address
  2. Are looking in the Shared section
  3. Try refreshing the page

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Email Deliverability

To ensure invitations arrive:

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For Invitees

  • Check spam/junk folders
  • Whitelist emails from the chainbook.app domain

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For Administrators

If your organization blocks external emails:
  • Whitelist the chainbook.app domain
  • Add Chainbook emails to approved senders

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Plan Limits

Limits apply per wallet, so a Free account can share each of its wallets with one person. Accepted members and pending invitations both count towards the limit.
See Billing & Plans for complete feature comparison.