Inviting a collaborator or a contributor
Example — Your accountant needs to view invoices and cash for three months without changing anything.
Steps
- In Team, enter their address and choose “External contributor”.
- Tick the scope (invoices, cash) and the access end date.
- For a collaborator, tick the rights: send, catalogue and prices, amounts, download.
- The person receives a personal link valid for seven days and creates their password.
- Remove or change the rights at any time from the same page.
Expected result
Access ends by itself on the given date; the owner alone keeps settings, subscription and connections.
If it fails
A missing right blocks the action with an explicit message; no invitation grants the owner's rights.