Add a user to your team
Give a colleague their own login, choose what they can open with a role, and change or remove their access later.
Everyone who works in Owlvix ERP should have their own login, so you can see who did what and give each person only the access they need. Owners and admins add users on the Team page.
Steps
-
Open Team. In the menu on the left, under Account, click Team. At the top right you see how many users your plan includes and how many are used, for example 3 of 25 users used.
Open Team -
Fill in Add a user. Type their name, their email and a temporary password (at least 8 characters).
Name, email, password -
Choose what they can do. Leave Type on Member and pick a Role. The lines under it show which modules the role opens fully and which it opens view-only. Admin gives everything, including billing and the team.
Pick a role -
Click Add user. They are added to the list straight away. Give them the email and temporary password yourself; they can change the password after logging in.
Add the user -
Change access later. Click Access on someone's row, pick another role and click Save access. To stop someone logging in, click Remove.
Change or remove access
Note No email is sent when you add a user. Tell them their login yourself, and ask them to turn on two-factor login (the shield at the top right).
Good to know
- All users used? The form is replaced by Add extra users, which opens Billing, where you can buy more.
- Employees who only use My space (leave, payslips, expenses) don't use a seat. Their logins are made from the employee's page in HR Management.
- Only the owner can make someone an admin. There is always exactly one owner.
- Every user added or removed is recorded in Team → Activity.