Managing Team Member Permissions
Invite team members, assign roles, restrict module access, and revoke permissions on Business and Enterprise plans.
On Business and Enterprise plans you can invite team members to your SORMALITICS organisation. Navigate to Settings → Team → Invite member, enter their email address, select a role, and click Send invitation. They will receive an invitation email with a secure accept link.
SORMALITICS has three built-in roles. Admin can access all modules, manage billing, invite and remove team members, and view all documents. Manager can run payroll, create invoices, and view reports but cannot access billing or team management. Viewer has read-only access — useful for accountants who need to review figures without making changes.
To remove a team member, go to Settings → Team, click the menu next to their name, and select "Remove". Access is revoked immediately and any active sessions they hold are invalidated within minutes. Historical actions they performed are preserved in your audit log for compliance purposes.
Granular per-module permissions (e.g. a member who can only access invoicing but not payroll) are available on the Enterprise plan via custom permission sets. Contact support to configure custom roles for your team.