Inviting, changing and removing users

Users are the people who sign in to Evenpay. Each user has one of three roles: Administrator, Manager or Employee. See Roles: what Administrators, Managers and Employees see.

Who can do this: Administrators.

Where: Settings → Organization → Users & roles

Invite a user

1. In Team Members, select Invite Member.

2. Enter the Email Address.

3. If your organisation uses entities, choose the Entity, or keep Whole organization.

4. Choose the Role.

5. Optionally add a Message (Optional).

6. Select Send Invitation.

The person gets an email and must sign in with that same email address to accept.

Manage pending invitations

Under Pending Invitations you can:

• Resend the email.

• Copy link to share it another way. Anyone with the link can accept the invitation, so share it carefully.

• Revoke the invitation.

Change a user's role

1. Open the … menu next to the user and choose Edit Role.

2. Choose the new role and select Update Role.

Remove a user

1. Open the … menu and choose Remove User.

2. Confirm. This can't be undone; to give the person access again, invite them again.

Good to know

• Invitations expire after 7 days.

• You can't invite someone who already has a pending invitation or is already a member.

• You can't change your own role or remove yourself.

• The primary owner can't be removed or demoted until they hand the role over. See The primary owner.

• Removing a user removes their access. It doesn't delete their employee record.

• To give someone access to a single entity, see Giving people access to entities.

Related articles

• Roles: what Administrators, Managers and Employees see

• Accepting an invitation

• Checking a user's access (View Access)

• Giving people access to entities