Invite someone
- Go to Members and choose Invite person.
- Enter their email address and choose a role: Bookkeeper, Approver, Viewer or Auditor. A Primary Admin can also choose Admin. For an Auditor, also set Access ends.
- Choose Create invite. Inviting an Approver or an Admin asks for your authenticator code.
They get an email with a one-time link. It expires in 7 days and only works for that exact email address once it's verified. If the email can't be sent, you'll see a link you can copy and send yourself. New members get access to every Fund. You can limit them to chosen Funds after they join with Change funds.
When an Admin adds a Bookkeeper or Approver, a Primary Admin has to confirm them in Members (with an authenticator code). Until then, that Approver can't approve transfers, and an Admin can't approve that person's requests.
Admins. Only a Primary Admin can invite an Admin. Choose Admin as the role, and confirm with your authenticator code. The Primary Admin role itself is offered to an existing member (see How do we change our Primary Admin or treasurer?).
Change someone's role. From their ⋯ menu, choose Suggest role change. Their current access stays in place until they accept the new invitation.
Remove someone. From their ⋯ menu, choose Remove access. Their access ends immediately, and approvals they gave earlier no longer count. Admins can remove anyone except Primary Admins and other Admins. A Primary Admin can also remove Admins. To revoke an invitation that hasn't been accepted, use the pending invitations list.
Leaving. Anyone can leave from the account menu (More → Leave), except the last Primary Admin.
Still have a question? Email support@usedevote.com, or browse the Help Center.
