Skip to main content
Invite other members to your organization and assign appropriate roles so your team can use AI Helpdesk together.

​
Role types

RoleTarget usersKey permissions
AdminIT administrators, service ownersOrganization settings, member management, integration configuration, all operations
OperatorHelpdesk staffHandling inquiries, editing playbooks, day-to-day operations

​
Invite a member

Only Admins can invite members. Invited members must sign in with their Money Forward ID (MFID) before accepting the invitation.
1

Open admin settings

Select Settings from the left navigation and open the Admin tab.Screenshot: Settings > Admin tab
2

Open the invite dialog

Click the Invite member button in the upper-right area of the Team members section.Screenshot of invite dialog
3

Enter invitation details

Configure the following settings.
  • Email address (required): Enter the email address of the person you want to invite.
  • Role: Select Admin or Operator from the dropdown.
The invitation is valid only for the specified email address. The MFID account used to sign in must match the invited email address.
4

Send the invitation link

Once created, an invitation link is generated. Click the copy icon on the pending invitation row in the team member list, then send the link to the invitee.Invitation links expire after 72 hours.Screenshot of pending invitations list

​
Accept an invitation (for invited members)

1

Open the invitation link

Open the invitation link sent by the admin in your browser.
2

Sign in with MFID

If you are not already signed in, you are redirected to the Money Forward ID login screen. Sign in with your MFID account.
If the invitation specifies an email address, the MFID account you sign in with must match that email address.
3

Agree to the terms and join

The organization name and a consent checkbox are displayed. Review the content, check the checkbox, and click Accept Invitation.After joining, a confirmation screen appears. Click Go to Dashboard to go to the organization dashboard.

​
Change a member’s role

1

Open the team member list

Open the Team members section under Settings > Admin.
2

Edit the role

Click the edit icon on the target member’s row. Use the Admin and Operator checkboxes to select which roles to assign. An existing member can hold both roles at the same time.
At least one role must always be assigned. You cannot remove all roles.
Click the save icon to apply the changes.

​
Remove a member

1

Open the team member list

Open the Team members section under Settings > Admin.
2

Remove the member

Click the trash icon on the target member’s row. A confirmation dialog appears — review the content and click Confirm.
You cannot remove yourself from the organization.

​
Cancel a pending invitation

You can cancel an invitation while it is still within the expiry period. Click the trash icon on the pending invitation row in the Team members section, then confirm the cancellation in the dialog.
Last modified on July 13, 2026