Managing business members

Sliptree allows for several members of the same business to access the same account. Each member can be assigned a role, which will determine their level of access.

Adding new members to a business

New members can be added to a business by navigating to Business settings. Then, clicking on Add a member opens a side panel, where the new member's email and role can be entered, after which they will receive an email with an invitation to the business. Currently, only an Owner or Admin of a business can add or remove members from a business. More on the different roles below.

Before a new member accepts their invitation, an owner or an admin can cancel the invitation. If the new member does not yet have a Sliptree account, they will be asked to create one to accept the invitation.

After the invitation has been accepted, the member will appear in the list of members for that business and their role can be modified or their access revoked.

Assigning roles to members

An owner or an admin can determine the role of a new member when inviting them, but also after the invitation has already been accepted. Assigning a new role to an existing member can be done by opening a menu next to the member, clicking on the three dots. There, a choice can be made between admin, member and viewer, as well as revoking access entirely.

Member roles and their descriptions

Owner - the creator of the business on Sliptree is automatically assigned the role of Owner. The owner is the only member who can delete the business they own. Transferring ownership of a business is not currently possible.

Admin - can access business billing and settings, including adding or removing members or changing their access level.

Member - can create, edit and delete documents, products, customers and comments. Can not access business settings.

Viewer - can view documents, products and customers, and leave comments. Can only delete their own comments.