TEAM & PERMISSIONS
Invite people to your team
Give each person their own login and choose what they can do. Free: just the account owner; Starter: up to 2 people; Pro: up to 5 people; Business: up to 15 people. The account owner counts as one.
Steps
Open Team and choose Invite someone.
Enter their Name and Email.
Choose a Role: Admin, Manager, Staff, Bookkeeper or View only. See roles and permissions.
Choose Send invitation.
We email them the link when email sending is set up for your account. Otherwise copy the link and send it yourself by email or text. The link works for 7 days.
They open the link, create their own password, and sign in at intralyn.com with that email.
How many people can I add?
The account owner counts as one. Pending invitations and people whose access is turned off also use a seat; removed people don’t.
- Free: just the account owner.
- Starter: up to 2 people.
- Pro: up to 5 people.
- Business: up to 15 people.
Manage invitations
Under Invitations, choose New link to send a fresh link (for example if it expired), or Cancel to stop it working.
Questions
- Can my accountant or bookkeeper get access?
- Yes, on Starter, Pro and Business. Invite them with the Bookkeeper role: they can work in Money in & out, Accounting and Reports, and see customers, invoices, jobs, time and mileage.