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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 plan allows additional members (check billing)

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Invitation Process

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Step 1: Open Wallet Members

1

Go to Wallets

Click Wallets in the sidebar.
2

Select your wallet

Click on the wallet you want to share.
3

Open Members

Click the Members tab or button to view the member list.

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Step 2: Send Invitation

1

Click Invite

Click the Invite Member button.
2

Enter email address

Type the email address of your team member.
Use the email they’ll sign in with. If they don’t have an account, one will be created.
3

Send

Click Send Invitation.
An invitation email is sent immediately.

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Step 3: Wait for Acceptance

The invitee receives an email containing:
  • Your name and the wallet name
  • A link to accept the invitation
  • Instructions for creating an account (if needed)
Invitation status:
  • Pending - Invitation sent, awaiting response
  • Accepted - Member has joined the wallet

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What the Invitee Sees

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Email Invitation

The invitation email includes: 
Subject: You've been invited to collaborate on [Wallet Name]

Hi,

[Your Name] has invited you to collaborate on "[Wallet Name]"
in Chainbook.

Click the button below to accept the invitation:

[Accept Invitation]

If you don't have a Chainbook account, you'll be prompted to
create one.

- The Chainbook Team

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Accepting the Invitation

When they click the link:
  1. Existing users: Sign in and accept
  2. New users: Create an account, then accept
The invitation link includes a secure token and expires after 7 days.

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Managing Invitations

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Checking Invitation Status

To see pending invitations:
  1. Open the wallet
  2. Click Members
  3. View the status column for each member

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Resending an Invitation

If the invitation expired or wasn’t received:
  1. Open wallet Members
  2. Find the pending invitation
  3. Click Resend
  4. A new email is sent with a fresh link

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Canceling an Invitation

To revoke a pending invitation:
  1. Open wallet Members
  2. Find the pending invitation
  3. Click Remove or Cancel
  4. The invitation link becomes invalid

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Inviting New Users

When you invite someone without a Chainbook account:
  1. Invitation sent - Email goes to their address
  2. Account created - A placeholder account is created
  3. They receive the email - With instructions to set up their account
  4. They set a password - During first sign-in
  5. Invitation accepted - They gain access to the wallet
The invitee must use the invited email address to sign up. Using a different email creates a separate account without access.

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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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Set Expectations

Communicate what members can do:
  • View assets and transactions
  • See categories and contacts
  • Export data (if allowed by your plan)
What they cannot do:
  • Add or remove assets
  • Edit the wallet
  • Invite other members

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Review Member List Regularly

Audit your wallet members periodically:
  • Remove people who no longer need access
  • Check for pending invitations that should be canceled
  • Ensure the right people have access

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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. Click Resend to send a new invitation
  5. Try a different email address if issues persist
If they signed up with a different email:
  1. Cancel the original invitation
  2. Send a new invitation to their actual email
  3. They can link both accounts later if needed
Check your plan limits:
  • Free plan: Limited collaborators
  • Pro plan: More collaborators
  • Team plan: Unlimited collaborators
Upgrade your plan or remove inactive members.
Ensure they:
  1. Signed in with the correct email
  2. Are looking in the Shared section
  3. Try refreshing the page
  4. Check if the invitation shows as “Accepted”

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Email Deliverability

To ensure invitations arrive:

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For Invitees

  • Add [email protected] to contacts
  • Check spam/junk folders
  • Whitelist chainbook.app domain

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For Administrators

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

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Plan Limits

PlanMembers per Wallet
Free2 (including owner)
Pro5
TeamUnlimited
See Billing & Plans for complete feature comparison.