Staff and roles

Invite someone

In Settings → Staff, press Invite someone: their name, email or phone, and a role. They get a link (by email, or you send it on WhatsApp) to choose their password.

Who sees what

• Owner: everything, including Plan & billing.
• Manager: everything except billing and the owners.
• Loan officer: registers customers and loans, records payments; sees their own loans and today's collections.
• Viewer: reads Home, months and reports. Changes nothing.

Your plan sets how many users you can have; invitations still waiting count too.