Inviting Team Members to Your Mysa Account

Managing your team's access to Mysa is straightforward and secure. As your organization grows, you'll need a simple way to bring new team members onboard. Here's everything you need to know about adding users to your Mysa platform.

How to invite a team member

1. Navigate to the Profile setting on the top left of your screen and select "Org Settings"

2. Navigate to the 'Team Settings'

3. Click the "Add Member" button in the upper right corner

4. Provide the new user's name, email address, and assign their role

5. Define the amount beyond which the member requires an approval

6. Assign approvers for this member
   To select specific approver, select ' Select Admin or Manager' and select all the member who can approve. You can select any amount of approvers for this member

   Note
   1. If you do not want the member to have any approver, set the invoice amount to ₹100,000.00a and select 'Any Admin for Manager'
   2. If you want the member to have approval on all uploads, set the invoice amount to ₹1

7. Similarly assign limits for reimbursement

8. Click on 'Add' and the member will receive an invite on the email provided.

Adding an admin

For adding an admin to the team, please raise a ticket

User Activation

Once invited:

1. The new team member will receive an email invitation to join Mysa (coming soon)

2. They can click the invitation link or go directly to the Mysa sign-in page

Managing Team Access

As a Finance Controller or Admin, you maintain control over your team's access:

1. Monitor user status (Active, Invited, Inactive)

2. Adjust roles and permissions as needed

3. Revoke access for departing team members

Microsoft SSO users

For organisations using Microsoft SSO, please raise a ticket to add team member to the organisation.

By centralizing the invitation process through authorized roles only, Mysa ensures that your financial data remains secure while making team management efficient.