Overview
Members and permissions helps owners and authorised team members control what each person can do in an organisation. Use it when you need to invite colleagues, review existing users, or adjust access for tasks such as approvals, billing, email automation, and report history.Open members and permissions
Go to Settings, then choose Organisation Settings. Open the Members tab and select a member from the table. Each member has a full page showing their details, permissions, and recent activity when you have access to view it. Owners always keep full access.Member details
The member page shows the person’s name, email address, organisation role, and the date they joined. If you are reviewing your own record, InvestSync marks it as You.Permission types
Each permission controls a clear area of work:- Approve investments: approve or reject investment updates.
- Manage members: invite or remove people from the organisation.
- Manage subscriptions: update subscription and billing details.
- Manage permissions: change another user’s permissions.
- Manage inbound email addresses: add or update email addresses used for automated email intake.
- Manage email automation: choose how much InvestSync can automate from inbound emails.
- Approve email automation: review email items before they update investments.
- View full report history: see all sent report deliveries for the organisation.
- Bulk delete transactions: select and permanently delete multiple transactions at once.
Update a user’s permissions
Open the member
Go to the Members tab in Organisation Settings and select the person you want to review from the table.
Toggle access
Turn a permission on to allow that person to perform the task, or off to remove that access.