{"id":17085,"date":"2021-08-19T11:18:27","date_gmt":"2021-08-19T11:18:27","guid":{"rendered":"https:\/\/synder.com\/help\/?p=17085"},"modified":"2026-03-30T19:47:59","modified_gmt":"2026-03-30T19:47:59","slug":"how-to-invite-a-user-to-synder","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-invite-a-user-to-synder\/","title":{"rendered":"How to Invite a User to Synder?"},"content":{"rendered":"\n<p>In case you would like to invite an additional user to Synder, check out this guide for detailed instructions.&nbsp;&nbsp;For example, you can invite your accountant to set up and manage the account or your client to pay for the account in Synder.<\/p>\n\n\n\n<p>1. Click on the <em>Person <\/em>icon in the upper-right corner and select <strong>My Account<\/strong>.<br>2. Scroll down to the <em>Users <\/em>section and click&nbsp;<strong>Add User<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"352\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-1-1024x352.png\" alt=\"\" class=\"wp-image-21981\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-1-1024x352.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-1-300x103.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-1-768x264.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-1-1536x528.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-1-60x21.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-1-150x52.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-1.png 1894w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3. Fill in all the needed information to invite the person and select the user role in your Synder account.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Manager role<\/strong>&nbsp;\u2013 provides full access to the account and all features of Synder.<\/li><li><strong>Member role<\/strong>&nbsp;\u2013 provides limited access only to functionality. Account management (billing and platform connections) will not be available.<\/li><\/ul>\n\n\n\n<p>Once everything is ready, click&nbsp;<strong>Send invitation<\/strong>.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"494\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-2-1024x494.png\" alt=\"\" class=\"wp-image-21982\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-2-1024x494.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-2-300x145.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-2-768x371.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-2-1536x742.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-2-60x29.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-2-150x72.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-2.png 1723w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>4. The person in question now needs to check the inbox and accept the invitation following the link in the email. Once they log into Synder they will create their password to access Synder.<br><strong>Note:<\/strong> You can delete users at any time after the invitation from the <em>Users <\/em>section.<\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder Team<\/em><\/a>&nbsp;via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n\n<script>\nif (window.convertflow == undefined) {\nvar script = document.createElement('script'); \nscript.async = true;\nscript.src = \"https:\/\/js.convertflow.co\/production\/websites\/11040.js\"; \ndocument.body.appendChild(script); \n};\n<\/script>\n<div class=\"cf-cta-snippet cta74541\" website-id=\"11040\" cta-id=\"74541\"><\/div>\n\n\n\n<p><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In case you would like to invite an additional user to Synder, check out this guide for detailed instructions.&nbsp;&nbsp;For example, you can invite your accountant to set up and manage the account or your client to pay for the account in Synder. 1. Click on the Person icon in the upper-right corner and select My [&hellip;]<\/p>\n","protected":false},"author":2318,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[2,362,62],"tags":[296,297,298,299,300],"ppma_author":[341],"class_list":["post-17085","post","type-post","status-publish","format-standard","hentry","category-get-started","category-synder-dashboard","category-account-billing","tag-sub-user","tag-subuser","tag-user","tag-users","tag-invite-user"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How To Invite a User to Synder - Synder User Guide<\/title>\n<meta name=\"description\" content=\"If you want to invite a user to Synder, check out this guide for detailed instructions. 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Select one of two roles for easy management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/how-to-invite-a-user-to-synder\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2021-08-19T11:18:27+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-30T19:47:59+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Add-user-1-1024x352.png\" \/>\n<meta name=\"author\" content=\"Synder team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"buffyclaw\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How To Invite a User to Synder - Synder User Guide","description":"If you want to invite a user to Synder, check out this guide for detailed instructions. 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