Invitations

Invitations

Invitations are how you add new members to your workspace. Send an email invitation, and when accepted, the person joins with the role you specified.

Sending Invitations

Who Can Invite

Only workspace owners can send invitations. Members and viewers cannot invite others.

How to Invite

1. Open the workspace settings
2. Tap "Invite Member"
3. Enter the person's email address
4. Choose a role (Member or Viewer)
5. Tap "Send Invitation"

Choosing a Role

When inviting, select the appropriate role:

Member - For active participants who will:

• Add transactions
• Manage budgets
• Categorize spending

Viewer - For people who need to see but not edit:

• Review-only access
• Cannot modify data

You cannot invite someone directly as Owner. Instead:

1. Invite as Member
2. After they join, promote to Owner

See Roles & Permissions for details.

What Happens After Sending

Email Delivery

The invitee receives an email:

• From Curl Budget
• Containing a link to join
• Showing the workspace name
• Indicating their role

If They Have an Account

If the email matches an existing Curl Budget account:

1. They click the link
2. They log in
3. They're added to the workspace
4. The workspace appears in their list

If They're New

If they don't have a Curl Budget account:

1. They click the link
2. They create an account with that email
3. They're added to the workspace
4. They can start using Curl Budget

Managing Pending Invitations

Viewing Pending Invites

See outstanding invitations:

1. Open workspace settings
2. Look for "Pending Invitations"
3. View list of sent invitations

Each pending invitation shows:

• Email address
• Role assigned
• When it was sent

Resending an Invitation

If someone didn't receive or lost the email:

1. Find the pending invitation
2. Tap "Resend"
3. A new email is sent

Canceling an Invitation

To revoke a pending invitation:

1. Find the pending invitation
2. Tap "Cancel"
3. The link becomes invalid
4. They can no longer join via that invitation

Expiration

Invitations expire after:

• A set period (typically 7 days)
• Or when manually canceled

Expired invitations can be resent if needed.

Accepting Invitations

For New Members

When you receive a workspace invitation:

1. Open the email - Find the invitation in your inbox
2. Click the link - Opens Curl Budget
3. Log in or sign up - Use the invited email address
4. View the workspace - It appears in your workspace list
5. Start using - You have access immediately

Switching to New Workspace

After joining:

1. Tap the workspace name at the top
2. Select the new workspace
3. View its data

Declining an Invitation

If you don't want to join:

• Simply don't click the link
• Or contact the sender to cancel
• The invitation expires eventually

Troubleshooting Invitations

Didn't Receive Email

If the invitee didn't get the email:

1. Check spam/junk folder - Often filtered there
2. Verify email address - Typos are common
3. Resend invitation - Try again
4. Check email filters - Corporate filters may block
5. Try different email - Cancel and invite a different address

Link Doesn't Work

If the invitation link fails:

1. Check expiration - May have expired
2. Already used - Links are single-use
3. Already a member - Can't re-accept
4. Resend - Get a fresh link

Wrong Email Address

If you invited the wrong person:

1. Cancel the pending invitation
2. Send a new invitation to the correct email
3. Act quickly if sensitive data is involved

Invited Person Already Has Account

This works fine:

• They log into their existing account
• The workspace is added
• No need to create a new account

But:

• The email must match their account email
• If it doesn't, they need an invitation to their actual email

Bulk Invitations

Inviting Multiple People

Currently, invitations are sent one at a time:

1. Invite first person
2. Invite second person
3. And so on

Tips for Multiple Invites

• Prepare your list of emails and roles
• Invite in order of importance
• Track who's been invited
• Follow up on pending invitations

Role After Joining

Initial Role

New members join with the role you specified:

• Member or Viewer
• They cannot join as Owner via invitation

Changing Their Role

After someone joins, owners can:

1. Go to workspace settings
2. Find the member
3. Change their role
4. Including promoting to Owner

Communication Best Practices

Before Inviting

Consider:

• Explaining what Curl Budget is
• Discussing what you'll share
• Setting expectations about visibility
• Agreeing on workspace purpose

When Inviting

Include context:

• Let them know to expect an email
• Explain what access they'll have
• Provide any needed instructions

After They Join

• Welcome them to the workspace
• Explain any category conventions
• Show them how to navigate
• Answer questions

Security Notes

Email Verification

Invitations go to email addresses:

• The person must have access to that email
• This verifies their identity
• They can only accept from that email

Invitation Links

Each link is:

• Unique to that invitation
• Single-use
• Time-limited
• Tied to the specific email

Revoking Access

If you invited the wrong person and they accepted:

1. Go to workspace settings
2. Find the member
3. Remove them
4. Their access is revoked immediately

Related Features

• Workspaces - Setting up shared spaces
• Roles & Permissions - Understanding access levels
• Activity Log - See when members joined