Team
Members, roles and custom roles
Team management
This tab manages your team members, their roles and their permissions.
Member list
Each member is shown with their initials, their name, their email address and their role. A Verified badge marks the accounts whose email address has been confirmed.
Inviting a member
- Open Settings, then the Team tab.
- Click Invite a member at the top right.
- Enter the person's email address and the role to give them.
- Confirm the invitation.
The invited member appears in the list and receives an invitation email. The Verified badge appears once their address is confirmed.
Role tiers
Each member gets a tier, which decides their overall level of access. The tiers seen in the application are Owner, Administrator and Accountant.
Some actions are reserved for the highest tiers. For instance, only owners and administrators can change the company logo in the Company tab.
Custom roles
On top of the tier, you can create roles with specific permissions and give them to your members.
- In the Custom roles section, click New role.
- Name the role and select the permissions to grant.
- Save, then assign the role to the members concerned.
Until a role has been created, the section shows "No custom role yet."
Custom roles add to a member's tier, they do not replace it. Use them to refine rights — to allow purchase approval without granting full administrator access, for example. See Purchases.