Everyone in an Equidam organisation can open all of the organisation's companies, at the level of access their role allows. You manage the people on the Organisation page, which you open from the main menu. Only an Admin can invite people, change roles or remove anyone.
What can Admins, Members and Guests do?
Each person has one of 3 roles, shown in the Level of access column.
Admin: opens and edits every company in the organisation, invites people, changes roles and removes people.
Member: opens and edits every company in the organisation and sees the list of people, but cannot invite, remove or change roles.
Guest: read-only. A Guest can view companies, valuations, dashboards and reports but cannot change any data. The Organisation, Billing and Import Data menu entries are hidden from Guests.
The same summary appears at the bottom of the Organisation page under Understanding Organisation Roles.
How do I invite someone to my organisation?
Open the main menu and choose Organisation.
Click the add button (its tooltip reads Add Users to Your Organisation).
Fill in Firstname, Lastname and Email, then pick a Role.
Click Invite. A success message confirms the invite.
Check the role before you click Invite. The form starts on Admin, so a person you forget to change will be able to manage everyone else.
A new email address gets an email titled "Welcome to [organisation] on Equidam" with a Set Up Your Password button. Clicking it confirms their email and opens a page where they choose a password. An address that already has an account is added straight away and gets "You've been added to [organisation]", with no password step.
Other Admins in the organisation get an email saying the person joined. The Admin who sent the invite does not.
The invite email did not arrive or the link expired
Ask an Admin to resend it. Until the person opens their invite link, their row shows Invite pending and a Resend invite button. Resending sends a new Welcome email with a new link.
An invite link expires 14 days after it is sent and works once: opening it a second time sends the person to the log-in page with "This invitation has already been used."
If you click Resend invite and the row shows Already accepted, the person has already opened their invite link, so there is no invite to resend and nobody can send them a log-in link. If they did not finish choosing a password, they can click Forgot password? on the log-in page.
The person is added even if the email fails to send.
How do I change a role or remove someone?
To change a role, pick a new value in that person's Level of access dropdown. The change saves at once and the person gets an email titled "Your role in [organisation] has changed".
To remove someone, click the bin icon (Remove User) on their row, then Yes, Remove. They get an email titled "You've been removed from [organisation]".
An Admin can remove themselves if another Admin remains. They are then sent to the Portfolio page.
What happens when someone is removed?
The person loses access to every company in that organisation straight away. The companies and their data stay in the organisation, including any company the removed person created.
If this was the person's only organisation, Equidam creates a personal organisation for them on the free plan, with them as Admin and one placeholder company such as "Anna's Company", so their log-in keeps working. If that step fails, nothing is removed and the page shows "Failed to remove user. Please try again."
Limits
Every organisation keeps at least 1 Admin. You cannot remove the last Admin or change them to another role; the page shows "Cannot remove the last admin from the organisation." or "Cannot change the last admin to member."
Managing people does not depend on your plan. The Organisation page is open on the free plan and after access days run out.
If you invite someone you removed earlier, the form shows "This user is already a member of the organisation." Message us on the chat if you need to add them back.
If you act too quickly, the page may show "Too many requests. Please wait a moment and try again."
Common questions
Can a Member add people to the organisation?
No. Only Admins see the add button, the role dropdown and the remove button. Ask an Admin to make you an Admin.
Can a Guest edit a valuation?
No. A Guest can view companies, valuations, dashboards and reports, but any change they try to save is refused.
What if an invite link has expired?
An Admin can click Resend invite to send a new link, as long as the person never opened the old one.
Do I lose my companies if I am removed from an organisation?
The companies belong to the organisation, so they stay there and you lose access to them. If it was your only organisation, you get a new personal organisation with a placeholder company.