Given that you have the necessary security permissions, when you select 'Invite Expense Users' from Creditors > [Transactions] Expenses > Invite Expense Users, the 'Invite Users to Workspace' list window opens.

From this window you are able to see the details of which expense users are already signed up to Workspace and the status of the invitation, and you can also invite users who are not yet signed up.

Window View - toggles the search pane on/off.

Clear - this removes any criteria set in the Search pane, allowing you to enter alternative criteria.

Select Search - where you have previously saved Search criteria, you are able to recall the details.

Save Search - this allows you to save particular Search criteria. Once saved you are able to recall the details using the Select Search button.

Display - Once you have set your Search criteria, this button initiates the search and locates matching records.

Show All - This toggles to view all records that match your search criteria.

Show records with Email addresses - this toggles to view records that match your criteria that have an email address.

Show records without Email addresses - this toggles to view records that match your criteria

Update Suppliers Email addresses - This updates any Email address changes that you may have made. You are prompted to confirm that you want to update Suppliers' records.

Enter Email addresses - This allows you to amend the Email Address for each user in the list.

OK - Where email addresses have not been entered for one or more users, you are cautioned to enter an email address for each user you want to invite. Provided that an email address has been entered for each selected user, on clicking 'OK' an 'Invite Message' dialog is opened where you should enter a suitable message; click OK to send the message to each selected user.

Status column displays:

Blank where no invitation has been sent,

Invite Pending where an invitation has been sent but not yet accepted, or

Signed Up where the invitee has signed up to Workspace.

Send Invite? - this checkbox defaults to off. You can change the status of a single checkbox, or several using the Toggle buttons in the column header.

Email Address - This is an editable field when the 'Enter Email addresses' toolbar button has been selected.

This pane can be opened/ closed by using the Window View toolbar button. With this pane, you are able to locate and filter Suppliers based on their Code, Name, Sort Key, or User Sort 1-3.