You'll want to invite your team members to join you on Everlance. Click the video below for instructions or keep scrolling for a step-by-step tutorial:
Step 1: Navigate to the Web Dashboard
Step 2: Click 'Team Dashboard'
Step 3: Click 'Members'
Step 5: Click 'Invite Members'
Step 6: Enter the Email(s) of the Team Members you'd like to invite. If adding more than one Member for the same role, be sure to separate their email addresses with a comma.
Step 7: Then select their 'Roles'. If you'd like to know the differences between team roles click here.
Step 8: Select their 'Team'
Step 9: Finally select their 'Program'. Make sure to select the correct Program as this will decide how your employee(s) are reimbursed.
A Cents-per-Mile (CPM) reimbursement program relies on the IRS standard mileage rate to reimburse employees for the use of their personal vehicle for work purposes. A CPM program reimburses employees the same rate, regardless of where they operate the vehicle, or the type of vehicle they might drive to perform business tasks.
A FAVR program is a more sophisticated mileage reimbursement program. Everlance’s FAVR car allowance program factors each employee’s local fixed costs of vehicle ownership (depreciation, taxes, insurance, license & registration, etc.) and variable costs of vehicle operation (oil & gas, maintenance, tire wear, etc.) to create a customized mileage reimbursement rate that is specific to each driver, based on the employee’s location and vehicle type.
Step 10: Click 'Send Invites'
*If your Team Member does not see your invitation make sure that they check their Spam.
Pro tip: We recommend adding your Admins first, adding your Managers second, and adding your "Team members" after your Admin & Managers have successfully joined.
You should be all set!
How can I manage my invites?
On the same page, you'll see the list of users who have pending invitations. This means you've issued the invitation but it has not yet been accepted.
- Click "X" if you need to remove the invitation
- Click "Re-send invite" if you need to send it again (have the new team member check their spam folder if they don't receive the email invite).
How can I edit a member's role, team, or program?
From the member's page:
- Select the member that you would like to edit by clicking in the box on the left side of the user's name.
- Choose Role, Team, or Program
- Select your new program and choose 'Update Member(s)
Have questions? You can email us at firstname.lastname@example.org. Or you can contact us at (872) 814-6308 (USA Only). Our Live Support hours are 9am-5pm EST Monday-Friday and 9am-1pm EST on weekends.
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