Members Management
This tab allows you to invite employees for assistance and manage roles and information accessibility.
![](https://files.readme.io/ad19a3e-1.1.0_Members_list_Hero_state.jpg)
This tab provides you with the option to edit or remove members.
![](https://files.readme.io/4bdab09-1.3.1_Edit_member_Assign_a_new_role.jpg)
You can manage the member's role and permissions after clicking on a specific member from the list.
There are 3 standard roles in the system:
- Owner has access to all the features in the system
- Administrator has accesses to all the features, except the ownerβs account and the ability to change the role of the owner
- Agent should have access only to invoice functionality, where user can create a new invoice and see only those links that he/she created
Note:
Company owner may transfer the ownership to other members. Take into consideration, that this action can't be reversed. In such a case the owner receives the admin role.
![](https://files.readme.io/f94a9fa-1.2.8_Add_member_Choose_role.jpg)
To invite a member, choose a role, confirm the action, and the invitation email will be sent automatically.
Note:
The invitation stays valid for 7 days. After this period, it expires, and any user with a "Waits confirmation" status will be removed from the Members list.
Updated 8 months ago