Invite members and assign roles
Learn how to add people to your team and configure each member's access level.
Valerium uses a role model to control what each team member can view and perform. Defining roles correctly from the start prevents unauthorized access to financial data and sensitive information.
Invite a member
- Go to Team Settings in the sidebar menu.
- Click 'Members' and select 'Invite member'.
- Enter the email address of the person being invited.
- Choose the appropriate role for that member.
- Click 'Send invite' — the person will receive an email with instructions to accept.
Available roles
- Owner — full access, including team settings and billing.
- Administrator — full access to modules, without access to billing account settings.
- Member — access to modules defined by the administrator, without access to team settings.
You can change a member's role or revoke access at any time from the same Members screen in team settings.