Team & Permissions

Great businesses aren’t built by one person. The Team module in Sevenledger allows you to invite your accountants, sales staff, and warehouse managers into your workspace securely.

Instead of sharing a single password (a security nightmare), you give each person their own login and strictly control what they can—and cannot—see.

To access these settings, navigate to General Settings > Team.

1. Managing Active Members

The Active Members tab is your digital staff roster. It lists everyone who currently has access to your company data.

Viewing Your Team

The dashboard provides a quick summary of your workforce:

• Name & Email: Identifies the user (e.g., srestaswrnm@gmail.com).
• Role: Shows their permission level (e.g., ADMIN, WAREHOUSE MANAGER).

Inviting a New Member

Need to bring someone onboard?

1. Click the Invite New Member button.
2. Enter their email address.
3. Select a Role to define what they can do immediately upon joining.

Editing & Removing Access

People change roles, and sometimes they leave the company. You can manage this with a click.

• Edit Role: Click the Edit Icon (pencil) next to a user. You can instantly change a user from ADMIN to a restricted role if needed.
• Remove User: Click the Delete Icon (trash can). A confirmation popup will appear asking: “Are you sure? This process cannot be undone.” Click Delete to permanently revoke their access.

2. Roles & Permissions (Access Control)

Security isn’t just about passwords; it’s about Permissions. The Roles tab lets you define exact “Job Descriptions” for your software users.

System vs. Custom Roles

The list shows all available roles.

• System Role (Checkmark Icon): These are built-in roles (like ADMIN) that cannot be modified. They have full access by default.
• Custom Role (X Icon): These are roles you created (like WAREHOUSE MANAGER). You have full control to edit or delete them.

Creating a New Role

Want a “Sales Intern” who can create invoices but not see your bank balance?

1. Click Add Role.
2. Name: Give the role a clear title (e.g., “Junior Accountant”).
3. Define Permissions: The system presents a checklist of every module (Dashboard, Expenses, Transactions, Items).
   • View: Can they see this data?
   • Create/Edit: Can they add new records?
   • Example: You might check Items > View but uncheck Total Payables > View to keep financial data private.
4. Click Add to save the role.

Updating an Existing Role

Realized your Warehouse Manager needs to see Purchase Orders?

• Click on the role name (e.g., WAREHOUSE MANAGER).
• Check the box for the new permission you want to grant.
• Click Update. All users with this role will instantly inherit the new abilities.

3. Invited Members

Sometimes invitations get lost in spam folders. The Invited Members tab tracks pending invitations that haven’t been accepted yet.

• Status Check: If a list is empty (“No data”), it means all your invites have been accepted or no one is currently pending.
• Action: If an invite is stuck here for too long, you may want to resend it or check if the email address was correct.