Inviting Your Team

Overview

Collaborate with your team by inviting members to your organization. Each member can have different roles with varying levels of access, from full administrative control to view-only permissions.

Understanding Roles

• Owner

  Owner

  Full access to everything. Can delete the organization and manage billing.

  • All permissions
  • Delete organization
  • Manage billing
• Admin

  Admin

  Full access to operations. Cannot delete organization or manage billing.

  • Manage team members
  • All data operations
  • Settings access
• Member

  Member

  Standard access to daily operations. Can create and edit most data.

  • Create/edit data
  • View reports
  • Manage tasks
• Guest

  Guest

  View-only access. Can see data but cannot make changes.

  • View dashboard
  • View reports
  • Read-only access

Inviting a Team Member

To invite someone, go to Settings → Team and use the invite form. Enter their email address and select their role.

Current Team Members

View and manage your team from the Team settings page. Here's an example of how your team list will look:

Tips for Team Management

• Start with fewer admins: Limit admin access to key team members who need to manage settings.
• Use member role for daily work: Most team members only need member-level access for their daily tasks.
• Guest access for stakeholders: Use guest access for investors or advisors who need visibility without edit access.