Managing Team Members

You can invite colleagues to your Omnivoo company account so they can help manage employees, run payroll, and handle day-to-day operations. Each member gets a role that determines what they can see and do.

Member Roles

Each company member has a company-level role. Members who are also EOR employees will have an additional "EOR Employee" badge displayed alongside their role.

Role	Description	Dashboard Access
Owner	Full access, can transfer ownership	Employer
Admin	Manage team, settings, payroll	Employer
Member	Basic access to the company	Employer (limited)
EOR Employee	Employee on payroll (shown as a badge alongside any role)	Employee

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Members who are also EOR employees see a dashboard switcher in the navigation that lets them toggle between the employer dashboard and employee portal.

Permissions

Permission	Owner	Admin	Member
View dashboard and reports	Yes	Yes	Limited
Manage employees	Yes	Yes	No
Run payroll	Yes	Yes	No
Manage payment methods	Yes	Yes	No
Invite and remove team members	Yes	Yes	No
Change member roles	Yes	No	No
Update company settings	Yes	Yes	No
Transfer ownership	Yes	No	No
Delete company account	Yes	No	No

• Owner — Full control over the company account. There is exactly one owner per company. Only the owner can change member roles (promote to admin or demote to member).
• Admin — Can manage most company operations, including inviting and removing team members. Cannot change member roles, transfer ownership, or delete the account.
• Member — Basic access to the company. Cannot manage other members or change settings.

Inviting Team Members

1. Navigate to Settings > Team Members.
2. Click + Invite Member.
3. Enter the person's email address.
4. Optionally check the Admin checkbox to grant admin access. If left unchecked, the member joins with the default "Member" role.
5. Optionally select which workspace(s) they should have access to. If no workspaces are selected, the member is added to the default workspace.
6. Click Send Invitation.

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Only company owners can assign the Admin role when inviting members. If you are an admin (not the owner), the Admin checkbox will be disabled.

The invited person will receive an email with a link to join your company. They'll need to create an Omnivoo account (or sign in to their existing one) to accept.

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Invitations expire after 7 days. You can resend them from the Pending Invitations section if they expire.

Managing Pending Invitations

Under the Pending Invitations section, you can see all outstanding invitations:

• Resend — Click to send the invitation email again. Useful if the original was missed or expired.
• Revoke — Cancel the invitation entirely. The invite link will no longer work.

How New Members Join

There are two ways someone can join your company on Omnivoo:

1. Invitation (Recommended)

You invite them directly from the Team Members page. When they log in (via OTP, Google, or SSO), the invitation is automatically accepted and they get the role you assigned.

2. Domain-Based Join Request

When someone signs up with an email matching your company's verified domain (e.g., @yourcompany.com), Omnivoo automatically:

• Detects that your company exists
• Creates a join request on their behalf
• Shows them a "Pending Approval" screen with your name and email as the administrator
• Notifies you that someone is waiting for access

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Domain-based join requests ensure that employees with your company email can find your organization automatically — but they still need your explicit approval before getting access.

Approving Join Requests

When someone with your company's email domain signs up, they appear in the Pending join requests section at the top of the Team Members page.

1. Review the request -- you will see the person's name and email.
2. Click Approve -- a role selection dialog appears.
3. Optionally check the Admin checkbox to grant admin access. If left unchecked, the person joins as a Member.
4. Click Approve to confirm.

To decline a request, click Reject. The person will remain on the platform but will not have access to your company's data.

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Only company owners can assign the Admin role when approving join requests. Admins can approve requests but cannot grant admin-level access.

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Only approve join requests from people you recognize. If you receive a request from an unfamiliar email, verify with your team before approving.

Updating a Member's Role

Only the company owner can update member roles.

1. Go to Settings > Team Members.
2. Find the team member in the Active Members list.
3. Click Update Role next to their name.
4. In the dialog, check or uncheck the Admin checkbox to promote or demote the member.
5. Click Update Role to confirm.

Removing a Team Member

1. Go to Settings > Team Members.
2. Find the team member you want to remove.
3. Click Remove next to their name.
4. Confirm the removal in the dialog.

The removed member will immediately lose access to your company's data on Omnivoo. Their personal Omnivoo account remains active.

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You cannot remove the company owner. To change ownership, the current owner must transfer it to another Admin first.