Manage Members

Members represent users with access to your organization. You can invite new members, update existing ones, or adjust their access as needed.

To access and manage members:

The Members tab displays a list of all users with their email, assigned roles, subsidiaries, and status.

Invite new users and define their access when adding them.

Click Add member in the top-right corner of the Members page.
Enter the member’s first name, last name, and email address.
Note
An invitation will be sent automatically to the provided email address.
Under Access, assign roles based on the user’s responsibilities:
- Organization: Grants access to shared areas such as Vendors or Organization Settings.
- Subsidiaries: Grants access to subsidiary-specific modules such as Bills or Payments.
Click Add member to send the invitation.

Note

The user must accept the invitation before accessing the organization.

You can update a member’s roles or permissions at any time.

Click the company icon in the top right corner of the screen.
Go to Organization Settings.
Select Member & Roles > Members.
Locate the member you want to edit and click the More actions menu (⋯).
Select View & edit access.
In the Edit access window, adjust the roles as needed for both Organization and Subsidiary levels.
1. Organization roles control access to shared areas such as Vendors or Organization Settings.
2. Subsidiary roles control access to specific entities such as Bills or Payments.
Optional: Click Manage Roles to open the Roles page if you need to create or modify role permissions.
Click Save changes to apply the updates.

Note You can assign multiple roles to define access across different levels (organization and subsidiary).