Add user

1. Go to Settings -> Team
2. Click Add user
3. Select an existing person or click Add new to create one
4. Choose role
5. Click Save

Roles and permissions

Roles determine what a user can do in the system.

Role	Access in the system
Administrator	Can edit, start approvals, and manage permissions in the share ledger.
Editor	Can edit and start approvals in the share ledger.
Viewer	Can only view the share ledger.

Tips

• Change a user’s role at any time
• Use Viewer for external parties
• Only grant administrator access to people responsible for the share ledger