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Users

The Users tab shows all members of your organization and any pending invitations. Member management is available to owners and admins.

Every member of an organization has one of three roles:

RoleDescription
OwnerFull access — can manage members, billing, settings, and all linesheets. The original creator of the organization is assigned this role.
AdminSame capabilities as owner, except cannot delete the organization.
Read-onlyCan view linesheets and settings but cannot create, edit, or delete anything.

An organization can only have one owner. Ownership cannot be transferred.

Owners and admins can invite new members by email. An invitation assigns the new member a role (Admin or Read-only) before they join.

Invitations expire after 7 days and are single-use. The invited user must sign up or sign in with the email address the invitation was sent to.

Pending invitations are listed in the Users tab. An invitation can be revoked before it is accepted, which immediately invalidates the invite link.

An owner can change the role of any admin or read-only member. Role changes take effect immediately. The owner role itself cannot be reassigned.

Separately from their member role, a member can be granted the billing role. Members with the billing role can access billing settings and manage the organization’s subscription. The billing role is displayed as a badge next to the member’s name in the Users tab.

When a member is removed, they immediately lose access to the organization and all its linesheets. Their contributions (linesheets, cell content) remain in the organization and are not deleted.

The number of members an organization can have depends on the current plan. The Users tab displays the current member count and the plan limit. When the limit is reached, new invitations cannot be sent until the plan is upgraded or an existing member is removed.