> ## Documentation Index
> Fetch the complete documentation index at: https://help.chainbook.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Inviting Members

> Learn how to invite team members to collaborate on wallets

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

## Before You Invite

Before sending invitations, ensure:

<Check>
  You have a wallet to share
</Check>

<Check>
  You have the person's email address
</Check>

<Check>
  Your plan allows additional members (check billing)
</Check>

## Invitation Process

### Step 1: Open Wallet Members

<Steps>
  <Step title="Go to Wallets">
    Click **Wallets** in the sidebar.
  </Step>

  <Step title="Select your wallet">
    Click on the wallet you want to share.
  </Step>

  <Step title="Open Members">
    Click the **Members** tab or button to view the member list.
  </Step>
</Steps>

### Step 2: Send Invitation

<Steps>
  <Step title="Click Invite">
    Click the **Invite Member** button.
  </Step>

  <Step title="Enter email address">
    Type the email address of your team member.

    <Note>
      Use the email they'll sign in with. If they don't have an account, one will be created.
    </Note>
  </Step>

  <Step title="Send">
    Click **Send Invitation**.

    <Check>
      An invitation email is sent immediately.
    </Check>
  </Step>
</Steps>

### 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

## What the Invitee Sees

### 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
```

### Accepting the Invitation

When they click the link:

1. **Existing users**: Sign in and accept
2. **New users**: Create an account, then accept

<Info>
  The invitation link includes a secure token and expires after 7 days.
</Info>

## Managing Invitations

### Checking Invitation Status

To see pending invitations:

1. Open the wallet
2. Click **Members**
3. View the status column for each member

### 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

### 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

## 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

<Note>
  The invitee must use the invited email address to sign up. Using a different email creates a separate account without access.
</Note>

## Best Practices

### Choose the Right Email

<Tip>
  Use work email addresses for business wallets to ensure the right people have access.
</Tip>

### Communicate Context

Before sending the invitation:

* Let them know to expect it
* Explain what the wallet contains
* Share any relevant context

### 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

### 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

## Troubleshooting

<AccordionGroup>
  <Accordion title="Invitee says they didn't receive the email">
    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
  </Accordion>

  <Accordion title="Invitation link expired">
    Invitation links expire after 7 days. Simply click **Resend** to send a fresh invitation with a new link.
  </Accordion>

  <Accordion title="Invitee created account with wrong email">
    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
  </Accordion>

  <Accordion title="I can't invite more members">
    Check your plan limits:

    * Free plan: Limited collaborators
    * Pro plan: More collaborators
    * Team plan: Unlimited collaborators

    Upgrade your plan or remove inactive members.
  </Accordion>

  <Accordion title="Member accepted but can't see the wallet">
    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"
  </Accordion>
</AccordionGroup>

## Email Deliverability

To ensure invitations arrive:

### For Invitees

* Add `noreply@chainbook.app` to contacts
* Check spam/junk folders
* Whitelist `chainbook.app` domain

### For Administrators

If your organization blocks external emails:

* Whitelist `chainbook.app` domain
* Add Chainbook email addresses to approved senders

## Plan Limits

| Plan | Members per Wallet  |
| ---- | ------------------- |
| Free | 2 (including owner) |
| Pro  | 5                   |
| Team | Unlimited           |

<Info>
  See [Billing & Plans](/features/billing) for complete feature comparison.
</Info>