Team Management

The Team section in Settings lets you manage who has access to your company's Envoi account.

Members

The Members tab shows all team members with their email, roles, scopes, and last login date.

• Search -- filter members by name or email
• Add member -- invite new team members (see below)
• Edit permissions -- click a member to update their scopes
• Remove member -- remove a team member from the company
• Change role -- the Owner can promote or demote members between Admin and Member

Invitations

The Invitations tab shows all pending (non-expired) invitations.

• Revoke -- cancel a pending invitation before it is accepted

Roles

Envoi uses a three-tier role system:

Role	Description
Owner	Automatically assigned to the user who created the company. Has full access to everything. Cannot be removed. Only one Owner per company.
Admin	Full access to all features. Can invite and manage team members, edit permissions, and configure settings.
Member	Restricted access. Sees only their own invoices and clients. Cannot access received invoices, suppliers, or configuration.

The Owner can change any member's role to Admin or Member. Admins cannot change roles.

Permissions

Each team member's access is controlled by 7 scopes. Each scope can be set to one of three levels:

Access Level	Meaning
Full	Read and write access
Read Only	View only, no editing
None	No access to this area

Available scopes:

Scope	Description
Invoices	Create and manage outgoing invoices
Payments	View and manage payments
Reports	View financial reports
Settings	Company settings (readonly users can view but not edit)
Team	Manage team members and invitations
Suppliers	Manage supplier information
Cash Flow	Cash flow dashboard and insights

Permission toggles use a Dintero-style header design -- click the toggle header to cycle between Full, Read Only, and None.

Inviting a Team Member

1. Click + Add member in the Team section
2. Enter the new member's email address
3. Optionally select a role (Admin or Member, defaults to Member)
4. Configure their permission scopes using the toggles
5. Click Invite member
6. An invitation email is sent with a unique link

The invitation expires after 7 days. You can revoke it from the Invitations tab before it is accepted.

Accepting an Invitation

When you receive an invitation email:

1. Click the invitation link in the email
2. If you already have an Envoi account, sign in
3. If you don't have an account, register with the same email address the invitation was sent to
4. After signing in, you'll see the invitation details (company name, role)
5. Click Accept to join the company

When you accept:

• Your account switches to the new company
• Your old permissions (if any) are cleaned up
• You receive the role and scopes configured by the inviter
• A new session token is issued

Restrictions:

• You must sign in with the same email the invitation was sent to
• If you are the Owner of another company, you cannot accept (Owners cannot leave their company)

Editing and Removing Members

Edit permissions:

• Click on a team member to open their permission editor
• Toggle scopes between Full, Read Only, and None
• Changes take effect immediately

Remove a member:

• Click the remove button next to a member
• You cannot remove yourself or the company Owner

Change role (Owner only):

• The Owner can change any member's role between Admin and Member
• Admins cannot change roles

Data Visibility

The Member role has restricted data visibility:

Area	Member Access
Outgoing invoices	Sees only invoices they created
Clients	Sees only clients linked to their own invoices
Received invoices	No access (403)
Suppliers	No access (403)
Configuration	No access (403)
Settings (with readonly scope)	Can view business settings but cannot edit
Team	No access unless Team scope is granted

Owners and Admins see all company data regardless of permission scopes.

Settings Access

Users with the Settings scope set to readonly can view the Business settings page (company name, address, etc.) but cannot edit any fields or upload a logo. Users with Settings set to full can modify all business settings. Users with Settings set to none cannot access the settings area at all.