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Invite users to your workspace

Invite colleagues to your workspace so you can collaborate in SNDQ. Access is controlled by permissions: you can give each person the right level of access without sharing credentials. Typically, this includes accountants and building managers.

TIP

Only users with User has admin rights can invite new users.

Open user management

  • Open Settings
  • Go to Users

The user list shows:

ColumnDescription
NameFull name of the user
EmailLogin email address
Admin rightsWhether the user has admin rights
DateDate added and by whom
StatusActive or Invited (pending acceptance)

Invite a user

  • Click Add user
  • Fill in:
    • First name; Last name
    • Email
  • (Optional) Enable User has admin rights only if this person should manage workspace users and settings. Ideally, keep only 1–2 admins per workspace.
  • Click Add user to send the invite
PermissionDescription
Admin rights enabledFull access to all settings, user management, integrations, and templates
No admin rightsStandard user — access to day-to-day operations (buildings, invoices, contacts) but cannot manage workspace settings or other users
Video — Invite a user

What happens after the invitation?

StepDescription
Invitation sentThe user receives an email with a link to join the workspace
Status: InvitedThe user appears in the list with status "Invited" until they accept
User acceptsThe user clicks the link, creates their account (or logs in), and joins the workspace
Status: ActiveThe user is now active and can work in the workspace

WARNING

The invite link is valid for 24 hours. If the email doesn't appear, ask the user to check their spam folder. Make sure they click Get started within that time to complete access.

Invitation email

Manage existing users

ActionHow
Grant admin rightsToggle admin rights on for the user
Revoke admin rightsToggle admin rights off for the user
Remove a userClick the delete icon next to the user

Good to know

  • Admin rights allow a user to manage workspace settings, invite/remove other users, configure integrations, and manage templates. Grant only to trusted team members.
  • At least one admin must exist in the workspace at all times.
  • Removing a user revokes their access immediately. Their past actions (created invoices, contacts, etc.) remain in the system.
  • Email address must be unique — each user needs their own email to log in.
  • Invited users who have not yet accepted can be removed and re-invited if needed.