Managing your team allows you to collaborate with others by inviting them to your workspace and controlling exactly what they can see or do across your different businesses.

1. Navigating to Team Settings

To access team management:

1. Log in to your Cordlo account.

2. Select the specific Workspace you want to manage.

3. Click on the User Avatar/Plan dropdown in the header and select Settings.

4. Navigate to the Teams tab.

2. How to Invite a New Team Member

You can add collaborators to your workspace by sending them an invite:

1. Click the Add Member button.

2. In the Invite Member dialog, provide the following:

   • Email Address: The email of the person you want to invite.

   • Role: Select a predefined role (e.g., Admin, Editor, or Viewer).

3. Click Invite Member. The user will receive an email with a link to join your workspace.

4. You can track pending invites in the Invites sub-tab. If an invite expires, you can use the Resend option from the action menu.

3. How to Manage Member Permissions

Cordlo allows for granular control over what team members can access within specific businesses:

1. Locate the member in the Members list.

2. Click the Action menu (three dots) and select Permissions.

3. The Permissions Drawer will open. Here you can:

   • Select Business: Choose which business within your workspace you are setting permissions for.

   • Module-Level Control: Toggle permissions (View, Create, Edit, Delete) for specific modules such as:

     • Customers

     • Invoices

     • Estimates

     • Expenses

     • Products

     • Payments

     • Reports

4. Click Save Permissions to apply the changes.

4. How to Change a Member’s Role

If you need to change a member’s general level of access:

1. Locate the member in the table.

2. Click the Action menu and select Edit.

3. Choose a new Role from the dropdown menu.

4. Click Update Member.

5. How to Remove a Team Member

To revoke a user’s access to your workspace:

1. Find the member in the list.

2. Click the Action menu and select Remove member (highlighted in red).

3. Confirm the action in the dialog box. This will immediately block their access to all businesses and data within that workspace.

6. Understanding Roles and Permissions

• Workspace Owner: Has full access to everything, including billing and subscription management.

• Admin: Can manage other members and all business data but typically cannot access workspace-level billing.

• Editor/Viewer: Restricted based on the specific permissions you toggle in the Permissions Drawer.

• Domain-Based Access: Permissions are business-specific. A member can be an “Editor” for Business A but only a “Viewer” for Business B.

7. Troubleshooting

• Member can’t see a business: Even after being invited, you must ensure you have granted them “View” permissions for that specific business in the Permissions Drawer.

• Invite not received: Ask the member to check their spam folder or use the Resend Invite button in the Invites tab.