Team and roles

Bring your finance team and department heads onto the same figures, each with the access they need and nothing more.

Chapter 13 of 152 min read

Invite a colleague

  1. Open Data & connections and go to Team.
  2. Type the colleague's email and choose a role: Viewer reads everything; Department editor works only on the centres you allow.
  3. For a department editor, tick the centres they may edit, then press Invite.
Good to know

Only the account owner can invite colleagues and manage the team.

Questions

How many users are included?

Essential has one user, Growth three, and Enterprise and the managed plans are unlimited.

Still need help?

Our team answers on WhatsApp and by email.

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