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Add your team and set who can do what

Invite colleagues by email, and each one joins your company with a role. The role brings a preset of permissions to start with. Then you fine-tune who can do what, tools included. Customers often call this rights and roles. In comrce Hub it is roles and permissions.

Choose Member for your employees and Partner for outside helpers, such as your tax adviser. An invitation is valid for 7 days. Nobody gets access before they accept it.

Before you start

Section titled “Before you start”
You needWhere it lives
The Owner role, or Inviting users to inviteAccountUsers
The Owner role, or Editing user permissions to change permissionsThe same tab, on each member’s own tab
Each colleague’s email addressThe address they will sign in with. They need no comrce Hub account beforehand.
A role for each personPermissions and roles

Inviting people and changing permissions costs nothing. No preset includes inviting or editing permissions, so at first only the owner can do both.

Steps

Section titled “Steps”

  1. Pick a role for each person. Member suits your employees: they can see and open all four tools. Partner suits outside partners: they can view invoices and see the tools without opening them. The preset applies the moment someone accepts. Permissions and roles lists both presets.

  2. Invite from the Users tab. Open AccountUsers and select Invite a new member. Enter the email address, keep Member or choose Partner, and select Invite. comrce Hub shows Invite sent successfully.. Users explains the dialog.

    The dialog "Invite a new member" with the line "Send an invite to a user." The field "Email" contains lukas.zimmermann@example.com and the role field below it shows "Member", the preset choice. The other option is "Partner". The highlighted "Invite" button sends the invitation email, which is valid for seven days. "Cancel" closes the dialog. "Invite" stays disabled until a valid address is entered.The dialog "Invite a new member" with the line "Send an invite to a user." The field "Email" contains lukas.zimmermann@example.com and the role field below it shows "Member", the preset choice. The other option is "Partner". The highlighted "Invite" button sends the invitation email, which is valid for seven days. "Cancel" closes the dialog. "Invite" stays disabled until a valid address is entered.
    Enter the email address, keep Member or pick Partner, and send the invitation.
    What this screenshot shows
    Screen
    Users
    Highlighted
    “Invite”: sends the invitation email
    Also visible
    Email field with lukas.zimmermann@example.com; Role field set to Member; Cancel button
    Purpose
    invite a colleague with a role

  3. Follow up on open invitations. Select Pending invites at the top of the Users tab. It lists every invitation nobody has accepted yet. A red expiry date means the link no longer works. Resend Invite sends a new link with 7 more days. The tab with open invitations covers resending and deleting.

    The Pending invites tab, opened with the link "Pending invites" on the Users tab, under the heading "Invites". Five invitations are listed with email, role, creation date and expiration date. Three are still valid and expire seven days after they were sent, between 11/03/2026 and 16/03/2026. Two have expired: the expiration date 27/02/2026 of the highlighted leonie.wolf@example.com and 19/02/2026 of felix.lange@example.com are red, and these rows offer "Delete" next to "Resend Invite".The Pending invites tab, opened with the link "Pending invites" on the Users tab, under the heading "Invites". Five invitations are listed with email, role, creation date and expiration date. Three are still valid and expire seven days after they were sent, between 11/03/2026 and 16/03/2026. Two have expired: the expiration date 27/02/2026 of the highlighted leonie.wolf@example.com and 19/02/2026 of felix.lange@example.com are red, and these rows offer "Delete" next to "Resend Invite".
    A red expiration date means the link no longer works. Resend or delete the invitation.
    What this screenshot shows
    Screen
    Pending invites
    Highlighted
    “leonie.wolf@example.com”: marks an invitation whose link has expired
    Also visible
    Three valid invitations; Two expired invitations with red dates and Delete
    Purpose
    follow up on invitations nobody has accepted yet

  4. Adjust a member’s permissions once they have joined (optional). Open their tab with the arrow at the end of their row. Under Permissions, switch on what they need beyond the preset, then select Save. Their menus update without a new sign-in. Change permissions shows the switches.

    Marco Weber's Permissions card, scrolled to the section "Users & permissions" ("Manage members and their permissions"). Its switches are "Viewing user list" (on), "Editing user details" (off), "Inviting users" (on, highlighted), "Editing user permissions", "Deactivating users" and "Deleting users" (all off). Below follows "Audit log" with "Viewing audit log" switched on, then "Integrations" with one card per tool. Changes take effect only after Save at the bottom of the card.Marco Weber's Permissions card, scrolled to the section "Users & permissions" ("Manage members and their permissions"). Its switches are "Viewing user list" (on), "Editing user details" (off), "Inviting users" (on, highlighted), "Editing user permissions", "Deactivating users" and "Deleting users" (all off). Below follows "Audit log" with "Viewing audit log" switched on, then "Integrations" with one card per tool. Changes take effect only after Save at the bottom of the card.
    Marco is a Member with two extra permissions, Inviting users and Viewing audit log.
    What this screenshot shows
    Screen
    User
    Highlighted
    “Inviting users”: lets the member invite people
    Also visible
    Switches for users and permissions; Audit log switch on
    Purpose
    give one member more than the role preset

  5. Decide who may open each tool (optional). In the section Integrations, each tool has one switch to see it and one to open it. Switch on opening for people who work in the tool every week. Everyone else keeps viewing only. Tool access and single sign-on explains both switches.

    The section "Integrations" ("Third-party tools access and control") of Marco Weber's Permissions card, with one card per tool: Amainvoice, Billbee, Replyco and VentoryOne. Each card has five switches, for example "Viewing Billbee", "Enabling or disabling Billbee", "Opening Billbee" (on, highlighted), "Reading Billbee alerts" and "Reading Billbee dashboard". Viewing shows the tool's icon in the sidebar. Opening lets the member open the tool from it. Below follow the Cancel and Save buttons.The section "Integrations" ("Third-party tools access and control") of Marco Weber's Permissions card, with one card per tool: Amainvoice, Billbee, Replyco and VentoryOne. Each card has five switches, for example "Viewing Billbee", "Enabling or disabling Billbee", "Opening Billbee" (on, highlighted), "Reading Billbee alerts" and "Reading Billbee dashboard". Viewing shows the tool's icon in the sidebar. Opening lets the member open the tool from it. Below follow the Cancel and Save buttons.
    Tool access is set per tool. Seeing a tool and opening it are separate permissions.
    What this screenshot shows
    Screen
    User
    Highlighted
    “Opening Billbee”: lets the member open Billbee
    Also visible
    Four tool cards with their switches; Cancel and Save at the bottom
    Purpose
    decide per tool who may see it and who may open it

  6. Check the changes after a week (optional). Open AccountLogs and choose the event type Edited permissions. Each row shows who changed whose permissions, and what. Logs explains the filters.

What happens next

Section titled “What happens next”

When a colleague accepts, they appear on the Users tab as Active, with the preset of their role. Their invitation leaves the list of open invitations. Logs records Invitation accepted.

To check that it worked, ask your colleague to open the Account menu in the sidebar. With the Member preset, it shows Users and Company. Logs appears there only with Viewing audit log.

Options

Section titled “Options”
ChoiceWhen to pick itEffect
MemberYour own employeesView the company profile and the user list. See and open all four tools, with their dashboards and alerts.
PartnerOutside partners such as your accountant or agencyView and edit the company profile and view invoices. See the four tools and their dashboards without opening them.
A preset plus single switchesOne person needs a little more, such as a team lead who invitesOnly that person’s switches change, and only in this company

Tips

Section titled “Tips”
  • Invite one colleague first. Walk them through accepting. Once they appear on the Users tab with the right menus, invite the rest. The preset applies on acceptance, so the first person shows what everyone else will get.
  • Let a team lead send invitations. Switch on Inviting users for them, so you do not send every invitation yourself. No preset includes it.
  • Keep user management with one or two trusted people. No preset includes inviting, editing permissions, deactivating or deleting users. Only the owner has them until they switch them on for someone.
  • Start everyone on the presets. Choosing a role on a member’s tab replaces every switch with the preset. So pick the role first, then the single switches. Switch off the tools a person does not need.
  • Give opening a tool only to people who use it weekly. For everyone else, viewing keeps the tool visible. The request button is then one click away.
  • Expect a few access requests in the first week. People with viewing only ask from the tool’s tab. The requests reach the owner by email.
  • Give Viewing audit log to whoever checks changes. After a week, they read the Edited permissions rows in Logs.

If something goes wrong

Section titled “If something goes wrong”
SymptomWhat to checkFix
The invite button is missingYou lack Inviting usersAsk the company owner to switch it on
The dialog shows An active invitation for this user already existsIs there an open or expired invitation under Pending invites? Is the person already a member?Resend the invitation, or delete the expired one and invite again
The colleague never got the emailTheir spam folderResend the invitation. Only the newest link works.
The link shows Invitation expired.The expiry date under Pending invites is redResend the invitation
Saving the switches has no effectAre you the owner? Do you hold every permission you switch on?Ask the owner to make the change
Permissions you granted are goneLogs, event type Edited permissionsSomeone picked a role and saved. Switch the permissions on again.
A colleague’s tool icon is greyThe tool’s opening switch on their tabSwitch it on and save. They reload comrce Hub.
Section titled “Related”