> ## Documentation Index
> Fetch the complete documentation index at: https://docs.budgetbandit.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite a partner

> Send an email invite so a partner, family member, or accountant can share your budget, and choose the role they join with.

Budgets are shared by inviting people to your organization. You send an email invite, they accept it, and they join with the role you picked.

<Note>
  Only an **owner** or **admin** can send invites. If you don't see the invite form, your role can't invite people; see [Roles and permissions](/sharing/roles-and-permissions).
</Note>

## Send an invite

<Steps>
  <Step title="Open Members">
    Go to **Settings**, then **Members**.
  </Step>

  <Step title="Fill in the invite form">
    Under **Invite a member**, enter the person's **email address** and choose a **role** — Admin, Member, or Viewer. The default is Member.
  </Step>

  <Step title="Send the invite">
    Choose **Send invite**. Budget Bandit emails an invitation to that address and adds the person to **Pending invites** until they accept.
  </Step>
</Steps>

## What the invited person does

The email contains a link to accept. When they open it:

* If they don't have an account yet, they create one, then accept.
* If they're already signed in, they choose **Accept invitation** and join your organization in the role you set.

Once they accept, they move from **Pending invites** to the **Members** list.

<Warning>
  Send invites only to addresses you trust. Anyone who opens the invite link can accept it, so don't forward an invite link to a shared inbox or post it anywhere public.
</Warning>

## You can't invite an owner

The role options are Admin, Member, and Viewer. There's no "owner" option — the owner is the person who created the organization. To hand off ownership, [contact support](/troubleshooting/contact-support).

## If the invite doesn't arrive

* Ask the recipient to check spam and confirm the email address you entered.
* The invite shows under **Pending invites** until accepted — if it's listed there, the email was sent.
* Need to resend or cancel it? See [Manage members](/sharing/manage-members).

## Related

<CardGroup cols={2}>
  <Card title="Roles and permissions" icon="user-shield" href="/sharing/roles-and-permissions">
    What owner, admin, member, and viewer can each do.
  </Card>

  <Card title="Manage members" icon="users-gear" href="/sharing/manage-members">
    Revoke an invite or remove a member.
  </Card>
</CardGroup>