> ## 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 wallet is under its collaborator limit (Free: 1 team member per wallet;
  Pro: up to 5 per wallet; Enterprise: unlimited)
</Check>

## Invitation Process

### Step 1: Open the Share Wallet Dialog

There are two ways to get there:

<Steps>
  <Step title="From the Wallets page">
    Click **Wallets** in the sidebar, open the wallet row's **⋮** menu, and
    click **Share**.
  </Step>

  <Step title="Or from the Shared page">
    Click **Shared** in the sidebar, then click **Share Wallet** and pick the
    wallet.
  </Step>
</Steps>

### Step 2: Send Invitations

<Steps>
  <Step title="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.

    <Note>
      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.
    </Note>
  </Step>

  <Step title="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.
  </Step>

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

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

### 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

## What the Invitee Sees

### Email Invitation

The invitation email has the subject:

```
You've been invited to edit "[Wallet Name]" on Chainbook
```

or, for Viewer invitations:

```
You've been invited to view "[Wallet Name]" on Chainbook
```

It contains a link to open the shared wallet in Chainbook.

### 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

<Info>
  The invitation link includes a secure token and expires after 7 days. The
  invitation is tied to the invited email address.
</Info>

## Managing Invitations

### 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

### 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.

### 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

## 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

### 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

### 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

## 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. Invite the same email again — the new invitation replaces the old one and sends a fresh email
  </Accordion>

  <Accordion title="Invitation link expired">
    Invitation links expire after 7 days. Invite the same email address again to send a fresh invitation with a new link.
  </Accordion>

  <Accordion title="Invitee signed up with a different 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.
  </Accordion>

  <Accordion title="I can't invite more members">
    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.
  </Accordion>

  <Accordion title="Member accepted but can't see the wallet">
    Ensure they:

    1. Signed in with the invited email address
    2. Are looking in the **Shared** section
    3. Try refreshing the page
  </Accordion>
</AccordionGroup>

## Email Deliverability

To ensure invitations arrive:

### For Invitees

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

### For Administrators

If your organization blocks external emails:

* Whitelist the `chainbook.app` domain
* Add Chainbook emails to approved senders

## Plan Limits

| Plan | Team members per wallet |
| - | - |
| Free | 1 |
| Pro | Up to 5 |
| Enterprise | Unlimited |

<Note>
  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.
</Note>

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


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