Inviting your team

By the end of this guide, you will be able to invite a collaborator with the right role, resend an expired invitation, change an assigned role and revoke access.

SynkriaOps lets you invite as many collaborators as needed to a single tenant: your accountant, your CFO, your external accounting firm, or a silent partner with read-only access. Each user receives exactly the rights corresponding to their role.

Choose the right role

Role	Rights	Typical use case
ADMIN	Full access: settings, users, all entries, fiscal year closing and reopening	Business owner or administrative manager who also manages access
CFO	All day-to-day operations + create and close a fiscal year, approval override	Chief financial officer, management controller, chief accountant
ACCOUNTANT	Create and validate accounting vouchers, reconciliation, FEC/Excel exports, read all financial statements	In-house accountant, data-entry manager
AUDITOR	Read only: dashboard, financial statements (simplified mode), general ledger, trial balance, journals	Statutory auditor, partner with oversight rights, investor
CLIENT	Restricted read access to the client portal: their invoices, quotes and balances	End customer with access to their own documents

Caution

The ADMIN role grants access to security settings (user management, chart of accounts changes, fiscal year reopening). Only assign this role to trusted individuals.

Tip

Need a finer profile? At invitation time you can compose a tailored role via access groups (role templates) and custom capabilities. An accountant’s (expert) access does not go through this list: they are linked via their firm (see Accountant permissions).

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Inviting a user

1. Sign in to app.synkriaops.com with an ADMIN account.

2. In the sidebar, go to Settings → Team.

3. Click “Invite a user”.

4. Enter:

   • Email address of the person to invite (e.g. [email protected])
   • Role: ADMIN, CFO, ACCOUNTANT, AUDITOR or CLIENT

5. Click “Send invitation”. The invitee immediately receives an email with an activation link valid for 7 days.

6. On their first login, they create their password and are automatically attached to the tenant with the assigned role.

The Team page after sending: the invitation appears with the Pending status.

If the person already has a SynkriaOps account (on another tenant), they don’t need to create a new account — they’ll simply be added to the current tenant with their existing account.

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What if the link expires?

The invitation link is valid for 7 days from the time of sending. If the invitee hasn’t used it within that time:

1. Go to Settings → Team.

2. In the list, locate the invitation with “Pending” status.

3. Click the three dots (⋯) to the right of the row.

4. Select “Resend invitation”. A new link is generated (valid for 7 new days) and sent to the same address.

Note

Check that the invitation email hasn’t landed in the recipient’s spam or junk folder — this is the most common cause of non-receipt. The sender is [email protected].

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Changing a user’s role

To upgrade a collaborator from ACCOUNTANT to ADMIN, or to downgrade access:

1. Go to Settings → Team.

2. Click the name of the relevant user.

3. In the side panel, click “Change role”.

4. Select the new role from the dropdown.

5. Confirm with “Save”.

The change is immediate: on the user’s next action, their rights reflect the new role (no logout/login required).

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Revoking access

If a collaborator leaves the company or must lose access to the tenant:

1. Go to Settings → Team.

2. Click the three dots (⋯) to the right of the user’s name.

3. Select “Revoke access”.

4. Confirm the deactivation.

The user is immediately logged out of all their active sessions on this tenant. Their data and entered vouchers are fully preserved — only access is removed.

Deactivation is reversible: you can reactivate the user from the inactive users list at any time, without needing to send a new invitation.

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Compare permissions in detail

Action	ADMIN	CFO	ACCOUNTANT	AUDITOR	CLIENT
Create/modify accounting vouchers	✓	✓	✓	—	—
Validate vouchers	✓	✓	✓	—	—
Perform reconciliation	✓	✓	✓	—	—
View general ledger / trial balance	✓	✓	✓	✓	—
Export FEC / Excel	✓	✓	✓	—	—
Manage counterparties (clients, suppliers)	✓	✓	✓	—	—
Create quotes and invoices	✓	✓	✓	—	—
View quotes, invoices, statements	✓	✓	✓	✓	✓
Import Mobile Money statements	✓	✓	✓	—	—
Invite / manage users	✓	—	—	—	—
Change VAT settings / journals	✓	—	—	—	—
Create or close a fiscal year	✓	✓	—	—	—
Reopen a closed fiscal year	✓	—	—	—	—
Delete data	✓	✓	—	—	—

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See also

• Understanding roles and permissions →
• Managing active sessions →
• SynkriaOps interface tour →