Inviting your team

SynkriaOps lets you invite as many collaborators as needed to a single tenant: your accountant, your CFO, your external accounting firm, or a silent partner with read-only access. Each user receives exactly the rights corresponding to their role.

Available roles

Role	Rights	Typical use case
ADMIN	Full access: settings, users, all entries, fiscal year closing, deletions	Business owner or administrative manager who also manages access
ACCOUNTANT	Create and validate accounting vouchers, reconciliation, FEC/Excel exports, read all financial statements	In-house accountant or external accounting firm handling the books
VIEWER	Read only: dashboard, financial statements, general ledger, trial balance, journals	Director monitoring KPIs without risk of modification

Caution

The ADMIN role grants access to security settings (user management, chart of accounts changes, fiscal year reopening). Only assign this role to trusted individuals.

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Inviting a user

1. Sign in to app.synkriaops.com with an ADMIN account.

2. In the sidebar, go to Settings → Users.

3. Click “Invite a user”.

4. Enter:

   • Email address of the person to invite (e.g. marie.dupont@sarl-abc.cm)
   • Role: ADMIN, ACCOUNTANT or VIEWER

5. Click “Send invitation”. The invitee immediately receives an email with an activation link valid for 7 days.

6. On their first login, they create their password and are automatically attached to the tenant with the assigned role.

Tip

If the person already has a SynkriaOps account (on another tenant), they don’t need to create a new account — they’ll simply be added to the current tenant with their existing account.

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What if the link expires?

The invitation link is valid for 7 days from the time of sending. If the invitee hasn’t used it within that time:

1. Go to Settings → Users.

2. In the list, locate the invitation with “Pending” status.

3. Click the three dots (⋯) to the right of the row.

4. Select “Resend invitation”. A new link is generated (valid for 7 new days) and sent to the same address.

Note

Check that the invitation email hasn’t landed in the recipient’s spam or junk folder — this is the most common cause of non-receipt. The sender is noreply@synkriaops.com.

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Changing a user’s role

To upgrade a collaborator from ACCOUNTANT to ADMIN, or to downgrade access:

1. Go to Settings → Users.

2. Click the name of the relevant user.

3. In the side panel, click “Change role”.

4. Select the new role from the dropdown.

5. Confirm with “Save”.

The change is immediate: on the user’s next action, their rights reflect the new role (no logout/login required).

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Revoking access

If a collaborator leaves the company or must lose access to the tenant:

1. Go to Settings → Users.

2. Click the three dots (⋯) to the right of the user’s name.

3. Select “Revoke access”.

4. Confirm the deactivation.

The user is immediately logged out of all their active sessions on this tenant. Their data and entered vouchers are fully preserved — only access is removed.

Tip

Deactivation is reversible: you can reactivate the user from the inactive users list at any time, without needing to send a new invitation.

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Detailed permissions matrix

Action	ADMIN	ACCOUNTANT	VIEWER
Create/modify accounting vouchers	✓	✓	—
Validate vouchers	✓	✓	—
Perform reconciliation	✓	✓	—
View general ledger / trial balance	✓	✓	✓
Export FEC / Excel	✓	✓	—
Manage counterparties (clients, suppliers)	✓	✓	—
Create quotes and invoices	✓	✓	—
Import Mobile Money statements	✓	✓	—
Invite / manage users	✓	—	—
Change VAT settings / journals	✓	—	—
Close or reopen a fiscal year	✓	—	—
Delete data	✓	—	—

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What’s next?

• Understanding roles and permissions →
• Managing active sessions →
• SynkriaOps interface tour →