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Manage who can sign in to ClearSpend from Team → Members.
Members list

The Members tab: lists all users with their role, added date, and status.

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Roles

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Member status values

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Inviting

1

Open Members

Go to Team → Members.
2

Click + Invite team member

Enter the new member’s email and pick a role: Admin, Member, or Viewer.
3

Send invite

The invitee gets an email with a link to set up their login. Their row appears in the table with an Invited status badge until they accept.

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Changing a member’s role

Owners and Admins can update another member’s role from Team → Members. Use the row actions for the member you want to change.

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Requests tab

If someone in your domain tries to join the workspace before being invited, their request appears in the Requests tab. The tab shows:
  • Name: the requester’s email
  • Requested on: the date of the request
  • Action: a checkmark button to approve or an ✕ button to decline
Approving a request sends the user an invitation and moves them to the Members list.

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Filtering

Use the All Status filter to show only Active, Invited, or Removed members. You can also search by name or email using the search field.