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Managing Company Members

You can invite colleagues to your Omnivoo company account so they can help manage your team, run payroll, and handle day-to-day operations. The page is titled Company Members.

Where to find it​

Open Company Settings from your avatar menu, go to the Team tab, and click Manage Team. (You can also reach it directly at /employer/members.)

Roles and access​

Each company member has one of these company roles:

  • Owner - Full control over the company account. There is exactly one owner. Only the owner can change another member's role.
  • Admin - Can manage the team, settings, and payroll, including inviting and removing members.
  • Member - Basic access to the company.

Roles are shown as badges next to each member. When you invite a member or change a role, the only choice is whether they are an Admin (the Admin checkbox); if it is left unchecked, they are a Member.

A member who is also an India EOR employee shows an additional EOR Employee badge. Those dual-role users can switch into their employee view using the Switch to Employee option in the avatar menu at the top of the sidebar.

Inviting a member​

  1. Click + Invite Member.
  2. Enter the person's email address.
  3. Optionally check the Admin checkbox to grant admin access. If left unchecked, they join as a Member.
  4. Optionally select which workspace(s) they should have access to. If none are selected, they are added to the default workspace.
  5. Click Send Invitation.
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Only the company owner can assign the Admin role. If you are an admin (not the owner), the Admin checkbox is disabled.

The invited person receives an email with a link to join. They need to sign in to (or create) an Omnivoo account to accept.

Pending invitations​

Outstanding invitations appear in the Pending Invitations section, each showing the email, assigned role, a relative Sent age (Today, 1 day ago, or N days ago), and, when it is recorded, who sent it (Invited by {name}). For each one you can:

  • Resend - Send the invitation email again.
  • Revoke - Cancel the invitation so the link no longer works.

When there are no outstanding invitations, the section reads No pending invitations.

How new members join​

There are two ways someone joins your company:

Invitation​

You invite them directly from the Company Members page. When they sign in, the invitation is accepted and they get the role you assigned.

Domain-based join request​

When someone signs up with an email matching your company's verified domain (for example, @yourcompany.com), Omnivoo creates a join request on their behalf and shows them a pending-approval screen. The request appears in the Pending join requests section at the top of the Company Members page for admins to review. That section has a Refresh button to reload the list, and when there is nothing to review it reads No pending requests right now.

Approving join requests​

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

To decline, click Reject. The person stays on the platform but does not get access to your company.

warning

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 roles, and only for members who are not the owner.

  1. Find the member in the Active Members list.
  2. Click Update Role.
  3. Check or uncheck the Admin checkbox to promote or demote them.
  4. Click Update Role to confirm.

Removing a member​

  1. Find the member you want to remove.
  2. Click Remove and confirm.

Confirming shows the prompt Are you sure you want to remove {email} from the company? The removed member immediately loses access to your company's data, but their personal Omnivoo account stays active.

The Remove button is hidden on your own row (you cannot remove yourself) and on the company owner's row (the owner cannot be removed).