Inviting your team

By the end of this guide, you will know how to invite a colleague with the right role, invite your accountant, resend an invitation, change a role and remove an access. Everything happens in Settings → Team management, open to the Administrator and CFO roles (changing a role is reserved for the Administrator).

Choosing the right role

Role (as shown)	Rights	Typical use case
Administrator	Full access: settings, team, all entries, closing and reopening fiscal years	Owner or administrative manager who also manages access
CFO	Day-to-day operations, creating and closing fiscal years, decisions in approval circuits	Finance director, chief accountant
Accountant	Entering and posting entries, matching, exports, viewing statements	Salaried accountant, bookkeeper
Auditor	Read only	Statutory auditor, minority partner, investor
Reader (client)	An accounting firm’s client portal: submitting documents and areas opened by the firm	Owner whose books are kept by a firm

Rights are detailed in Understanding roles and permissions.

Inviting a colleague

1. Open Settings → Team management and click Invite a member.

2. Enter the person’s Email, First name and Last name.

3. Choose their Role. For finer rights, choose an Access group (a permission template) or Customize to tick the Allowed capabilities one by one, within the limits of your plan.

4. Click Send invitation.

The invitee receives an email with a link valid for 72 hours. At their first sign-in, they create their password and join the company file with the chosen role. If they already have a SynkriaOps account on another company file, they keep that account and the company file is added to it.

The Team management page: each member with their role and status.

Inviting your accountant

1. In Settings → Team management, click Invite an accountant.

2. Enter the Accountant email and, if you wish, the Firm name (optional).

3. Under What will your accountant be able to do?, keep Full management of every module or limit some modules.

4. Click Send invitation. The link is valid for 7 days.

Once the invitation is accepted, the accountant appears in the Experts with access tab. The Permissions button there sets what the firm can do module by module, and Revoke removes their access. See Accountant permissions.

Following and resending an invitation

The Pending invitations tab lists Invited colleagues and Invited accountants, with the date sent and the expiry date. The Expires soon or Expired badge flags links to renew.

Action	Effect
Resend (colleague)	Generates a new 72-hour link and invalidates the old one
Resend (accountant)	Sends a new link valid for 7 days
Cancel, then Yes, cancel	Invalidates the link immediately

Note

If the invitee cannot find the email, ask them to check their spam folder before resending the invitation.

Changing a member’s role

In the Active members tab, click the member’s role badge (“Click to edit”) and choose the new role. This action is reserved for the Administrator. The change applies at their next action, without signing out.

Two safeguards apply: you can neither disable nor demote your own account, and at least one administrator must remain active.

Removing an access

In the Active members tab, click Disable on the member’s line. Their sessions are closed and they can no longer sign in to the company file; at their next action, they see “This account has been disabled. Contact your company administrator.” Their entries and history are kept.

Disabling is reversible: Enable restores access without a new invitation.

Client portal member

The access of a Reader (client) is managed by the accounting firm. Their line shows “Client portal user: their access is managed by the accounting firm.”

See also

• Understanding roles and permissions →
• Accountant permissions →
• Managing active sessions →