--- title: Add Members to Your Organization description: Learn how to invite additional members to your organization in Propio. --- [Skip to content](https://help.joinpropio.com/en/add-members-to-your-organization#main-content) - [English](https://help.joinpropio.com/en/add-members-to-your-organization) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/agregar-miembros-a-tu-organización) English Show submenu for translations [![teal-logo-2](https://help.joinpropio.com/hs-fs/hubfs/teal-logo-2.jpg?width=169&height=55&name=teal-logo-2.jpg)](https://help.joinpropio.com/?hsLang=en) Open main navigation Close main navigation - - [English](https://help.joinpropio.com/en/add-members-to-your-organization) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/agregar-miembros-a-tu-organización) English Show submenu for translations This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. 1. [Propio Knowledge Base](https://help.joinpropio.com/en?hsLang=en) 2. [Getting started](https://help.joinpropio.com/en/getting-started?hsLang=en) # Add Members to Your Organization Propio lets you build your team by inviting accountants and staff directly into your organization. Each member is assigned a role — **Owner, Admin,** or **Member** — which determines what they can see and do within the platform. **Before You Start** - Only the organization **Owner** or **Admins** can invite new members. **Steps** 00:00: This article explains how to add members to your organization and assign their 00:04: permissions in Propio. 00:06: Click "View organization" to open your organization's user management dashboard. 00:11: Click "Invite Partner" to start the process of adding a new member to your 00:14: organization. 00:16: Enter the member's email address in the field provided to specify who you want to 00:20: invite. 00:22: Define the role 00:22: you want the new member to have. 00:25: Click "Send Invitation" to send an email invitation to join your organization with 00:29: the assigned permissions. 00:31: You have successfully invited a new member to your Propio organization and assigned 00:36: appropriate permissions. For more information, see related articles on managing team 00:40: roles. 1. Click your **Account Menu** (your initials) in the top right corner 2. Click **View Organization** or the **gear icon** to the right of your organization's name 3. In the **User Management** screen, click **Invite Partners** 4. Enter the **email address** in the pop-up 5. Choose the **role** (**Member** or **Manager**), which will determine the set of permissions for the new member 6. Click **Send Invitation** The invited member will receive an email to join your organization. Once they accept, assign their role to configure their access level. 💡 **Tip:** Invite new team members before onboarding a new client — that way, you can assign the right people from day one without having to update permissions later. **Related Articles** - [Deactivate and Reactivate a Client](https://help.joinpropio.com/en/deactivate-and-reactivate-a-client?hsLang=en) - [Getting started](https://help.joinpropio.com/en/getting-started?hsLang=en) - [Transactions](https://help.joinpropio.com/en/transactions?hsLang=en#main-content) - [Manual Entry](https://help.joinpropio.com/en/transactions?hsLang=en#manual-entry) - [Import](https://help.joinpropio.com/en/transactions?hsLang=en#import) - [Categorization](https://help.joinpropio.com/en/transactions?hsLang=en#categorization) - [Journal Entries](https://help.joinpropio.com/en/transactions?hsLang=en#journal-entries) - [Tags](https://help.joinpropio.com/en/transactions?hsLang=en#tags) - [Advanced](https://help.joinpropio.com/en/transactions?hsLang=en#advanced) - [Banking & Reconciliation](https://help.joinpropio.com/en/banking-reconciliation?hsLang=en) - [Reports](https://help.joinpropio.com/en/reports?hsLang=en#main-content) - [Profit and Loss](https://help.joinpropio.com/en/reports?hsLang=en#profit-and-loss) - [Balance Sheet](https://help.joinpropio.com/en/reports?hsLang=en#balance-sheet) - [Tax Reports](https://help.joinpropio.com/en/reports?hsLang=en#tax-reports) - [AI Reports](https://help.joinpropio.com/en/reports?hsLang=en#ai-reports) - [Trial Balance](https://help.joinpropio.com/en/reports?hsLang=en#trial-balance) - [Advanced](https://help.joinpropio.com/en/reports?hsLang=en#advanced) - [Migration & Chart of Accounts](https://help.joinpropio.com/en/migration-chart-of-accounts?hsLang=en) - [AI Categorization](https://help.joinpropio.com/en/ai-categorization?hsLang=en) - [Contacts](https://help.joinpropio.com/en/contacts?hsLang=en) - [AI Assistant](https://help.joinpropio.com/en/ai-assistant?hsLang=en) - [Organization Management](https://help.joinpropio.com/en/organization-management?hsLang=en) - [Communications](https://help.joinpropio.com/en/communications?hsLang=en) - [Bank Integration](https://help.joinpropio.com/en/bank-integration?hsLang=en) - [Industry Guides](https://help.joinpropio.com/en/industry-guides?hsLang=en#main-content) - [Real Estate](https://help.joinpropio.com/en/industry-guides?hsLang=en#real-estate) [![Propio-logo-teal-2](https://help.joinpropio.com/hs-fs/hubfs/Propio-logo-teal-2.png?width=112&height=35&name=Propio-logo-teal-2.png "Propio-logo-teal-2")](https://help.joinpropio.com/?hsLang=en)