How a Team Collaborates in Foreceipt
Prefer a quick visual overview? Here’s the tutorial—then dive into the detailed guide below to get started.
[Watch the 2-minute team collaboration walkthrough]
What Team Collaboration Enables
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Manage and track receipts collectively with team access.
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Set detailed permissions—Admins, Editors, or Viewers—to fit each role.
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Share, view, edit, and generate consolidated reports as a cohesive group.
Setup Guide — Step by Step
💡 Tip: While you can invite and manage team members from the mobile app, we recommend using the web portal. The larger screen and user-friendly interface make it easier to review team activity, manage permissions, and organize collaboration.
1. Create Your Team
Sign in to the Foreceipt web portal and go to the “My Team” section from the main menu to begin your setup.
2. Invite Members
On the “Members” page, click “Invite”, enter their email, and assign a permission level.
3. Members Join the Team
Your invitees receive an email—once they accept it or sign in via the portal, their receipts start syncing to the team automatically.
4. Manage Your Team
Admins have full control (best managed on the web portal):
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Invite or remove members
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Adjust permissions: Own-only, View All, Edit All, or Manage Team
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Resend or cancel invites
Even if a member is removed, their past receipts remain in the team’s record.
5. Understand Access Levels
| Role | Access Description |
|---|---|
| Admin | Full control — manage team, categories, accounts, and receipts |
| Edit All | View and edit all receipts (cannot manage team or settings) |
| View All | View all receipts, plus manage their own |
| Member | Only access and manage personal receipts |
6. Generate Team Reports
Users with Admin, Edit All, or View All access can generate reports combining all team receipts. This can be done via the Reports tab or from the Receipts → All view in the web portal.
Best Practice
For smooth collaboration, use the Foreceipt web portal whenever possible. The bigger screen and intuitive layout make team management far easier compared to mobile. Use the mobile app mainly for adding receipts on the go.