How to Create and Send a New Administrator Invite

There are a few simple steps to create and invite additional Administrators in your PEX Account dashboard.

The primary Administrator has full permissions, and can create new Administrators and set their permissions.

Note:

Creating a new administrator may only be sent from a web browser. This option is not available on the mobile app.

Watch a step-by-step demonstration here! 
 

How to Create a New Administrator Invite

1. Log in to dashboard.pexcard.com

2. Click the “Team Members” tab

3. If you are the primary Admin, or have permissions to add/edit/terminate an Administrator, you will see a blue “Invite Admin” button in the upper right corner of the Team Member page. Click this button to Invite an Admin.

   
4. Fill out the details on the page titled “Invite admin to your organization”. Required fields are First Name, Last Name, and Email Address.

5. (optional) Enter the address for the Admin

   • You can click the link to “Use office address” if you wish to populate these fields with your business address
6. (optional) Enter a phone number

7. (optional) Enter the new Administrator’s date of birth (MM/DD/YYYY)

   • Note: Administrators must be at least 18 years old
8. (optional) Select the permissions you want to extend to the new Administrator

   • If you do not choose any permissions, this administrator will have “view only” permissions, which will only allow the new admin to view and download reports and statements
9. (optional- if applicable) If you have linked sub accounts, you will be able to select which accounts this admin will have access to under the Accounts section

10. Click the blue “Send Invite” button at the bottom

    
11. The new Administrator will receive an email instructing them how to activate their account.  You will be able to review the Invitation on the Invitations tab on the Team Members screen.

    • You can click on the name of the invited Admin in the list to review the information entered, resend the invitation, edit and update the invitation, or delete the invitation.
    • Status of an Invitation can read Pending or Expired.

    Please note that the activation email contains a special link which will expire after 96 hours.

    After the administrator has activated their account, you will see their name as an active administrator in the “People” tab on the Team Members page.

    • Have another administrator account already? Link your logins with the steps found here.

Troubleshooting tips

If your administrator has not received an activation email within 15 minutes, please ask them to check their spam mailbox. Confirm that you have sent the activation email to the correct email address.

Wrong email address? If you have sent the email to the wrong email address, you can edit the invitation and re-send it.

Deleted email? If the administrator has accidentally deleted the email, you can resend it by clicking on the name of the person you invited and then clicking the button titled “resend invitation”.

Expired activation email? The link in the activation email will automatically expire after 96 hours. New administrators who do not activate their account within 96 hours will receive an error on activation. In this case, an Administrator must re-send the activation email.