Account and organization
Roles and team access
Invite users, review access, and understand how several people can work in the same organization.
Each person who works with Numonis should use their own user account. This makes it easier to know who uploads documents, answers tasks, or reviews information.
From Settings, you can review organization, team, and account preferences.
When to invite someone
Invite team members who need to:
- Upload invoices, receipts, or supporting documents.
- Review tasks and messages.
- Consult documents, banking, or reports.
- Create or review sales invoices.
Do not share your password to give temporary access to another person.
How to review the team
- Open Settings from your profile.
- Go to Team.
- Review which people appear in the organization.
- Check that emails are correct.
- Contact Numonis if you need to change access that you cannot modify.
Several companies or organizations
If you have access to more than one company, switch organizations before uploading documents, reviewing banking, or issuing invoices. Data always belongs to the active organization.
If an invitation does not arrive
- Check that the email is spelled correctly.
- Ask the invited person to review spam or junk mail.
- Resend the invitation if the action appears.
- If it still does not arrive, write to Numonis.