Members and Invitations

What Are Members

A business space can be used by multiple people. You invite members and collaborate with permissions based on their role.

• A personal space is for you alone. You cannot invite members
• The number of accounts and members is free and unlimited. Billing is per space, and invited members incur no cost

Roles

Role	What they can do
OWNER	Full control of the space: change member roles, billing, delete the space. One per space
ADMIN	Read/write business data, invite members (ADMIN and below), view audit logs (read-only)
MEMBER	View and enter data relevant to them (attendance, expense claims, their own payslips, etc.)

• OWNER cannot be added by invitation. The role only changes hands through an "ownership transfer" to someone who is already a member (see "Transferring OWNER" below)
• A plugin may define its own roles (e.g., Hiring Manager). When you uninstall that plugin, the corresponding role is disabled
• More fine-grained custom roles will be added over time

Inviting a Member

Only OWNER and ADMIN (members who hold invite permission) can invite. When you invite someone, you choose between ADMIN and MEMBER — you cannot add someone as OWNER through an invitation.

1. Open the meta menu (⚙) → Access Management → the Members tab (see How navigation works for how to find menus)
2. Click + Invite, enter the invitee's email address and role, then send it
3. The invitee receives an invitation link (valid for 7 days)
4. When the invitee opens the link, logs in (or signs up as a new account) and accepts, they become a member

The invitation link is tied to the email address it was sent to. Even if a third party obtains the link, they cannot accept it with a different account.

From the "Pending" list, you can cancel an invitation. There is no resend feature — if a link expires or was sent to the wrong address, cancel it and send a new invitation.

Changing Roles and Removing Members

Use the menu for each member under the meta menu (⚙) → Access Management → Members.

• Change role: The OWNER (and some ADMINs) can change it. This only toggles between ADMIN and MEMBER — it cannot be used to make someone OWNER
• Suspend access: Temporarily disable a member (can be re-enabled later). Used during leave-of-absence or resignation procedures
• Remove: Revoke membership. After removal, the space's data is no longer synced to that person's device and is no longer visible to them (via row-level access control)

All of these operations are recorded in the audit log.

Transferring OWNER (Ownership Transfer)

There is exactly one OWNER per space. You cannot create an OWNER through an invitation. When handing the role to a successor or stepping down, the current OWNER initiates a dedicated "ownership transfer" procedure.

1. The recipient must already be a member of the space (ADMIN or MEMBER) — invite them as ADMIN first if they haven't joined yet
2. The current OWNER selects the recipient from the settings screen and requests the transfer
3. The recipient accepts after confirming they will become responsible for billing (accepting requires passkey verification)
4. The moment it's accepted, the previous OWNER becomes ADMIN and the recipient becomes OWNER, switched together as one operation

Until the recipient accepts, the current OWNER can cancel the request at any time. If nobody accepts within 7 days, the request is automatically cancelled.

External Collaboration (Advisory Tax Accountants, Labor Consultants, etc.)

You can also invite external collaborators (such as advisory tax accountants and labor consultants) with a limited role and scope. You can allow access only to the business data they need and keep everything else hidden.

Related Pages

• How navigation works — How to find menus
• Spaces — Creating and configuring spaces
• Sign Up / Log In — Account registration for invited collaborators
• Security — How roles, audit logs, and access control work