Inviting Users to Your Niobi Workspace \Introduction Your Niobi workspace allows you to add multiple team members such as directors, accountants, approvers, and auditors. Each user gets their own login, so there is no need to share credentials. Instead, you assign each user a role during invitation. That role determines what they can access and what actions they can perform in the system. This guide explains how to invite users, assign roles, manage access, and remove users when needed. What you'll learn: - How to invite users to your workspace - How to assign roles during invitation - What each role can do - How to manage active and pending users - How to remove or update users Time to complete: 2–5 minutes per user Before You Start To invite a user, you need: - Admin or Director access to the workspace - User’s email address - Knowledge of the correct role for the user How to Invite a User Follow these steps: - Go to the Workspace the left sidebar - Click Teams - Scroll to the bottom right of the page - Click Invite Users A form will open. Step 1: Enter Email - Enter the user’s email address - Example: john.kamau@company.com Step 2: Select Team (Optional) - Assign the user to a team if needed - This step is optional Step 3: Select Role Choose a role from the dropdown list. Roles determine what the user can do in Niobi. Step 4: Send Invitation - Click Invite Users - The invitation is sent to their email immediately The user will then: - Receive an email invite - Click the link - Enter their details - Create their account - Gain access based on assigned role Available Roles and Permissions 👔 Director Manage Inflows - Design and send invoices - Create and share payment links Manage Outflows - Add, approve, and pay bills - Add and manage payees - Add and manage categories Transactions - View and top up account balance - Make and view transactions - Export account statements Invite Team - Invite and manage users in the organization Best for: - Business owners - Executive leadership - Full financial controllers 🧭 Admin Manage Inflows - Design and send invoices - Create and share payment links Manage Outflows - Add, approve, and pay bills - Add and manage payees - Add and manage categories Transactions - View and top up account balance - Make and view transactions - Export account statements Best for: - Finance managers - Operational leads - Trusted internal staff 📊 Accountant Manage Inflows - Design and send invoices - Create and share payment links Manage Outflows - Add and pay bills - Add and manage payees - Add and manage categories Transactions - View and top up account balance - Make and view transactions - Export account statements Best for: - Accountants - Bookkeepers - Finance operations staff ✅ Approver Manage Inflows - Design and send invoices - Create and share payment links Manage Outflows - Add and approve bills - Add and manage payees - Add and manage categories Transaction