# How to add users to Briefcase: invite team members and clients

> Canonical page: https://briefcase.so/articles/how-do-i-invite-new-users-to-briefcase
> Briefcase content index: https://briefcase.so/llms.txt

How to add users to Briefcase: invite team members and clients. Add team members and clients from Settings → Organisation → Team. Choose Invite team member or.

Add team members and clients from **Settings → Organisation → Team**. Choose **Invite team member** or **Invite client**, select their accounts and permissions, then send the invitation.

This guide is for accounting and bookkeeping firms. Organisation admins and team members can invite people; only organisation admins can invite other admins. If you are a client of a firm, see [how to ask your accountant to add someone](https://briefcase.so/articles/how-do-i-add-additional-users-to-my-briefcase-account).

## Open Organisation Settings

1.  Click the **cog icon** in the top-right corner next to your practice name to go to **Settings**.

2.  Select the **Organisation** tab. You'll see the **Team** section with a list of all connected users, their roles, permissions, and access levels.

3.  Use the **Your Team** and **Your Clients** sub-tabs to switch between viewing team members and clients.

## For firms: invite team members

1.  Click **Invite team member**.

2.  On the **Person** step, choose **Team member**, then select **Continue**.

3.  Choose the client accounts they should be able to access. You can skip this step if they do not need access yet. Organisation admins automatically receive access to all current and future accounts.

4.  Choose the access they need, then review the individual permissions. See [how to choose and manage user permissions](https://briefcase.so/articles/how-do-i-manage-user-permissions-in-briefcase) for help.

5.  Review the invitation and either send it by email or create a link to share yourself.

![The Person step of the Invite someone window, with Client user and Team member choices](https://briefcase.so/images/support/user-access/invite-person-step.png "Choose who you are inviting")![The Person step of the Invite someone window, with Client user and Team member choices](https://briefcase.so/images/support/user-access/invite-person-step-dark.png "Choose who you are inviting")

## For firms: invite client users

1.  Open **Your Clients** and click **Invite client**.

2.  On the **Person** step, choose **Client user**, then select **Continue**.

3.  Select at least one client account for them to access.

4.  Choose the access they need, then review the individual permissions. See [how to choose and manage user permissions](https://briefcase.so/articles/how-do-i-manage-user-permissions-in-briefcase) for help.

5.  Review the invitation and either send it by email or create a link to share yourself.

![The Review step of the Invite someone window, showing the person, client account, access and delivery choices](https://briefcase.so/images/support/user-access/invite-review-step.png "Review and send an invitation")![The Review step of the Invite someone window, showing the person, client account, access and delivery choices](https://briefcase.so/images/support/user-access/invite-review-step-dark.png "Review and send an invitation")

## Manage pending invitations

Pending invites appear above active users in **Your Team** or **Your Clients**. Organisation admins can:

-   Select **Permissions** to change what the person will be able to do.

-   Select **Clients** to change which client accounts they will be able to access.

-   Revoke the invitation if it is no longer needed.

Invite links are valid for **2 weeks**. After that, you'll need to generate a new invite. Expired invites are shown with an "Expired" badge.

Only Admins can invite other Admins.

Setting up your practice for the first time? Follow our [getting-started guide for accountants](https://briefcase.so/articles/how-to-get-started-with-briefcase-as-an-accountant).