If colleagues will help you run lotteries or handle billing, you can invite them to your account. Each person gets their own login, their own profile, and only the access you choose to give them.
Note: Solo accounts. When your organization registered, the application asked whether team members would be joining or whether you would be working solo. Your account was set up accordingly, and that choice is fixed once the account is approved. If your account is a solo account, the members area simply shows your own user and a note that the plan is single-user, and the invitation steps below will not be available. To change a solo account to a team account (or the other way around), contact AuditDraw at service@auditdraw.com and we will take care of it. If that is you, feel free to skip ahead to Chapter 3.
Before you invite: pick the person's role
Every team member has one or more roles. A role is a ready-made set of permissions: it decides which parts of the account the person can see and use. You choose roles when you send the invitation, and you can change them at any time later (Chapter 7).
| Role | What it allows |
|---|---|
| Account Member | The everyday basics: sign in, see the account, view lotteries, documents, and reports. Almost everyone should have this. It is pre-selected for you. |
| Lottery Team | Everything needed to create and schedule lotteries. |
| Billing Manager | View invoices and receipts, and make payments. |
| Account Manager | Manage the team: invite users, change roles, and handle a few light administrative tasks. |
| Account Guest | Very limited, view-only access to basic account details. Good for outside stakeholders. |
A person can hold several roles at once. Two combinations cover most teams:
- Someone who runs lotteries: Account Member + Lottery Team
- Someone who pays invoices: Account Member + Billing Manager
Tip: Not sure what to pick? Start with just Account Member. You can add more roles later in under a minute, and the person is notified automatically when their access changes.
Sending an invitation
- Log in and go to your Dashboard.
- Click the Team Members tile. This opens the Account Members page.
- Click Invite a User. An invitation form opens.
- Fill in the person's details:
- First Name and Last Name (required)
- Email (required): double-check this one. The invitation, and all of their future sign-in codes, will go to this address.
- Job Title (optional)
- Under Roles, check the role or roles this person should have. Account Member is already checked for you.
- Click Send Invite.
You will see a confirmation that the invitation was sent, and the new person appears in your member list right away with an Invite Pending badge.
What happens next (and what your invitee sees)
Here is the whole journey from your click to their first login:
- The email. Your invitee receives an invitation from AuditDraw with a subject like "Your Name has invited you to join Your Organization at AuditDraw". It briefly explains what AuditDraw is and contains a personal invitation link.
- The link. Clicking the link takes them to AuditDraw, where they are asked to choose a password for their new user. Setting the password is what accepts the invitation; there is no separate acceptance step.
- Done. They are signed in and land in the Account Center, seeing exactly the areas their roles allow. On your Account Members page, their badge changes from Invite Pending to Active.
Note: The invitation link is valid for 7 days. If it expires, or the email cannot be found, you can send a fresh one: on the Account Members page, open the actions menu on their row and choose Force Password Reset. For someone who has not accepted yet, this re-sends the invitation email. (Ask them to check their spam or junk folder too; the email comes from no-reply@auditdraw.com.)
Important: Invitations are personal. Each person should have their own user with their own email address. Please do not share one login between several people: it weakens your account's security, and your account's activity records work best when every action is tied to the person who took it.
That's all you need for now
Inviting is the only member task most accounts need in their first weeks. Everything else, changing roles, temporarily locking someone's access, signing someone out, resetting passwords, and deactivating a member who has left your organization, is covered in Chapter 7.