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Administrators with the Manage users permission can invite new administrators and choose their role or permissions.
Note:Creating a new administrator may only be sent from a web browser. This option is not available on the mobile app.
Watch a step-by-step demonstration here! 
  How to Create a New Administrator Invite
1
Log in to dashboard.pexcard.com
2
Click the “Team Members” tab
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If you have the Manage users permission, you’ll see a blue Invite Admin button in the upper right corner of the Team Members page. Click it to invite an admin.
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Fill out the details on the page titled “Invite admin to your organization”. Required fields are First Name, Last Name, and Email Address.
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(optional) Enter the address for the Admin
  • You can click the link to “Use office address” if you wish to populate these fields with your business address
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(optional) Enter a phone number
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(optional) Enter the new Administrator’s date of birth (MM/DD/YYYY)
  • Note: Administrators must be at least 18 years old
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(optional) Choose what the new administrator can do
  • If your business uses roles, pick a role from the Role dropdown under Role & Permissions. Its permissions appear read-only. To pick permissions one by one, choose Custom. See How to manage roles.
  • Otherwise, select the permissions you want to give them
  • An invite carries either a role or individual permissions, never both
  • If you don’t choose a role or any permissions, the new administrator starts with no permissions
9
(optional, if applicable) If you have linked accounts, select which other accounts this admin can access under Additional accounts
  • A role belongs to one business, so in those other accounts the admin gets the role’s permissions as individual permissions and shows as Custom
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Click the blue Send invite button at the bottom. Enter your security code if you’re asked for one.
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The new Administrator will receive an email instructing them how to activate their account. You will be able to review the Invitation on the Invitations tab on the Team Members screen.
  • You can click on the name of the invited Admin in the list to review the information entered, resend the invitation, edit and update the invitation, or delete the invitation.
  • Status of an Invitation can read Pending or Expired.
  • The invitation shows the role you chose, or Custom.
Please note that the activation email contains a special link which will expire after 96 hours.After the administrator has activated their account, you will see their name as an active administrator in the “People” tab on the Team Members page.
  • Have another administrator account already? Link your logins with the steps found here.

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Troubleshooting tips

If your administrator has not received an activation email within 15 minutes, please ask them to check their spam mailbox. Confirm that you have sent the activation email to the correct email address. Wrong email address? If you have sent the email to the wrong email address, you can edit the invitation and re-send it. Deleting a role? Edit any pending invitations that use it and choose a different role first. Otherwise the invitation can’t be accepted. Deleted email? If the administrator has accidentally deleted the email, you can resend it by clicking on the name of the person you invited and then clicking the button titled “resend invitation”. Expired activation email? The link in the activation email will automatically expire after 96 hours. New administrators who do not activate their account within 96 hours will receive an error on activation. In this case, an Administrator must re-send the activation email.
Last modified on October 19, 2026