[Awaiting payment 2025-12-03] [$500] New Feature : Allow inviting new users from the card assignment dialog

[m-natarajan]

Description:

While watching a super successful new lead session, we observed that users repeatedly attempted to assign a card during setup, only to realize they first needed to invite the person via the Members tab. This interrupts the flow and creates unnecessary friction.

Proposal:

We should allow users to invite new members directly from the card assignment dialog. This would make the setup process more seamless and reduce context switching.

Discussion:

https://expensify.slack.com/archives/C07HPDRELLD/p1745508356968259

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021917596800295417589
• Upwork Job ID: 1917596800295417589
• Last Price Increase: 2025-11-27
• Automatic offers:
• allgandalf | Reviewer | 107378663
• twilight2294 | Contributor | 107378664

Issue Owner

Current Issue Owner: @

Issue Owner

Current Issue Owner: @garrettmknight

[melvin-bot]

Triggered auto assignment to @lydiabarclay (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[melvin-bot]

Triggered auto assignment to @adelekennedy (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO.

[melvin-bot]

⚠️ It looks like this issue is labelled as a New Feature but not tied to any GitHub Project. Keep in mind that all new features should be tied to GitHub Projects in order to properly track external CAP software time ⚠️

[melvin-bot]

Triggered auto assignment to Design team member for new feature review - @dubielzyk-expensify (NewFeature)