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Users and roles
Invite a Manager or Viewer and manage that person’s current access.
Only the owner manages additional users. A Manager can read and write; a Viewer can read the administration but cannot save financial or management changes.
Step by step
- 1Open Users in the administration and choose Invite.
- 2Enter the intended user’s email address and select Manager or Viewer according to the access actually needed.
- 3Send the invitation. It remains valid for seven days; resending creates a new current invitation.
- 4After acceptance, you can change the role or suspend or remove the user. First consider the effect on that person’s work.
- 5Allow for the user limit on the owner’s plan. Invitations reserve no place; the limit is checked again on acceptance.
What is on the screen?
- Email address
- Manager or Viewer
- Invitation and expiry
- Active or suspended
What happens next?
The owner does not count as an additional user; active Managers and Viewers do. In a suspended administration, only limited actions needed to resolve the active-user limit remain available.
Common situations
I see an errorRead the message by the field, correct the value and try again. Other details remain where possible.
I cannot continueCheck that all required fields are complete. If a link no longer works, request a new one.
Continue reading
Accept an invitation
Within seven days, open an invitation that exactly matches your verified email address.
Read guidance →Transfer ownership
After password confirmation, transfer an administration to an existing active user.
Read guidance →Subscription plans and limits
See how many active administrations owned and additional active users each plan allows.
Read guidance →