As the account owner, you can create individual team members who can login to your Quaderno dashboard.
After you create a team member, you can set permissions and control what parts of the dashboard each team member can access.
On this page:
<aside> ⚠️ Only admin users can manage teams.
</aside>
<aside> 👉 Read Managing multiple accounts in case you have more than one Quaderno account.
</aside>
To invite another person to your Quaderno account, just follow these steps:
Send an invitation
.First name
, Last name
, and Work email
address.Role
and set specific permissions if needed.Send invitation
.When done, give the person a heads-up that they should be receiving your invite very shortly. If you would like to resend the invitation, click ...
and Resend invitation
.
We've created pre-defined roles to help you:
Not allowed
, Can view and edit
and Can view
. And you can provide those to: Invoices, Expenses, Estimates, Recurring, Contacts and Reports.To remove access to a particular person to your Quaderno account, follow these steps: