Adding people
Inviting, binding identities, and what a new member sees.
Inviting
Add someone from the Access page with a role and an email. They sign in with Google or Apple and land in the dashboard.
Binding a chat identity
A person's dashboard login and their WhatsApp number are different identities. Binding connects them so Suvi knows the person messaging it is the same person who signed in.
Until an identity is bound, Suvi treats the number as a stranger and applies the stranger rules: it responds carefully, does not act on their behalf and does not expose your data.
Binding is done with a short code the person sends from the number they want bound.
What a new member sees
By default, their own work. Not other members' rows, not cost data, not instance settings.
Widen it deliberately per action rather than escalating their role. See roles and permissions.
Guests
A guest is a scoped, temporary participant: an accountant who needs three months of invoices, a contractor on one project. Guests get access to what you name and nothing else.
Offboarding
Freeze rather than delete when someone leaves. Freezing revokes access immediately while keeping their history intact, which matters if their work is referenced in projects or invoices.
Deletion is separate and irreversible. See offboarding and deletion.