Invite team members and assign roles

What it is for

Several people can work in the same company, each with their own account and a role. The role decides which areas they see and where they can write; the server applies the same limits to every request. Only the owner sees this section.

In the cloud you find it under Users and sign-in. In the desktop app it appears when you turn on sharing under Local network: there you invite the people who connect from the other office computers, while whoever works on the main workstation is always the owner.

Roles

• Owner: everything, including team members.
• Collaborator: everything except team members.
• Accounting: documents, purchases, due dates, accounting and statistics; sees warehouse and delivery notes.
• Sales: customers, quotes, orders, invoices and delivery notes; sees warehouse and purchases.
• Warehouse: items, warehouse, delivery notes, supplier orders and arrivals; sees customers and documents.
• Read only: sees everything and changes nothing; suitable for your accountant.
• Agent: only their own customers; sees their records and takes orders and quotes, also from a smartphone.

Invite someone

1. Open Settings → Users and sign-in and the Team members section.
2. Under Invite someone enter the Email and choose the Role. What that role can do appears below.
3. For the Agent role also choose the Agent record: it decides which customers they see. If there is none, create it first under Customers & suppliers → Agents.
4. Tap Create invitation and then Copy link.
5. Send the link to the person: it works once, for 7 days.
6. The person opens the link, enters their password if they already have an account or creates one, and taps Accept and enter.

Invitations not yet accepted appear under Pending invitations, with their expiry date; Revoke cancels them.

Manage existing members

• Change the role from the menu next to the name: it applies immediately.
• Remove access takes the person out of the company.
• Next to people with two-step verification on, Reset verification appears: use it if they lost their phone. They can sign in with just the password and must turn verification on again.

What Nanus checks

• The company must keep at least one owner: to remove or change the last one, appoint another owner first.
• You cannot invite someone already in the company: change their role in the list instead.
• With the Agent role the agent record is required.
• The number of people depends on your plan, pending invitations included: beyond the limit you need the next plan.

See also

• Manage sales agents and commissions
• Turn on two-step verification (2FA)
• Activity log: who did what
• Use Nanus on a local network with several computers
• Plans, free trial and subscription