Managing team roles, permissions, and invitations

UNOCU Team
· 1 min read min read

On the Growth plan, you can invite team members to collaborate on your treasury dashboard.

Inviting a team member

  1. Go to Settings → Team
  2. Click Invite Member
  3. Enter their email address
  4. Select a role: Admin, Member, or Viewer
  5. Click Send Invitation

Roles explained

  • Owner — Full access including billing, team management, and all data. Only one owner per organization.
  • Admin — Full access to dashboard and settings, except billing and ownership transfer.
  • Member — Can view and interact with all dashboard modules, but cannot change settings or manage team.
  • Viewer — Read-only access to the dashboard. Cannot modify anything.

Removing a member

Go to Settings → Team, find the member, and click Remove. Their access is revoked immediately.