Team and roles
How to invite a colleague or accountant, what each role can do, and how to transfer company ownership.
In the app, once you are signed in:
Invite a team member
- Open Settings, Team.
- Enter an email address, select a role and click Send invitation.
- The invited person receives an email with a link. They accept after signing in or registering with the email address to which it was sent.
Change a member's role directly in the team list; Remove removes them from the company. Owners and administrators manage the team.
What each role can do
- Owner
- Everything, including the subscription, transferring ownership and deleting the company.
- Administrator
- Everything except the subscription, transferring ownership and deleting the company: company settings, team, bank accounts, API keys and cancelling documents.
- User
- Issues and sends documents, manages contacts, product catalogue, stock, expenses and payments. Cannot change company settings or cancel documents.
- Accountant
- Views documents, downloads exports, records expenses, Inbox documents and payments, and views the activity log. Cannot issue invoices or change settings.
- Read-only
- Can only view documents, contacts, payments and reports.
The number of users depends on the plan: Free has one and Vystav has five. Accountants do not count towards this number. Free includes access for one accountant, and Vystav for three.
Company ownership
A company can have several owners. An owner makes another team member an owner using Make owner and remains an owner until they give up ownership. You can Give up ownership only if the company has another owner; you then become an administrator.
Settings, Activity log records changes within the company. Entries cannot be edited or deleted. Owners, administrators and accountants can see the log.
Did not find the answer? Write to us at info@vystav.sk.