Invite your team and set roles
Add colleagues as users, make them admins or give them a role that decides which modules they can open.
Everyone who works in Owlvix gets their own login in your company. Admins can do everything; members get a role that decides which modules they see, and whether they can only look or also change things.
Steps
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Open Team. It is under Account in the menu. It lists everyone who can log in, their role, and how many users your plan includes.
Open Team -
Type their name, email and a temporary password. Under Add a user.
Name, email, password -
Choose what they can do. Admin can do everything, including billing and the team. Member gets one Role, such as Accountant, Sales, Cashier or Warehouse.
Member and role -
Click Add user. Send them the app's address, their email and the temporary password. They can change the password after logging in.
Add user -
Adjust roles. The Roles tab lists each role and its access per module: View (look, but not add or change) or Full. Edit a ready-made role, or click New role.
Roles
Tip Access next to a person changes their type or role. Remove stops them logging in; their work stays.
Good to know
- Employees who only need their payslips and leave get a free self-service login from HR, not a user here.
- Activity shows who logged in and every team change.
- Need more users than your plan includes? Add extra users in Billing.