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

When inviting members, you assign one or both roles using the checkboxes. A member can have an organizational role (Owner or Admin), an employee role, or both.

Role	Description	Dashboard Access
Owner	Full access, can transfer ownership	Employer
Admin	Manage team, settings, payroll	Employer
Employee	EOR employee with payroll	Employee
Admin + Employee	Admin access + on payroll	Both (with dashboard switcher)

info

Members with both Admin and Employee roles see a dashboard switcher in the navigation that lets them toggle between the employer dashboard and employee portal.

Permissions

Permission	Owner	Admin	Employee
View dashboard and reports	Yes	Yes	Own data only
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	Yes	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.
• Admin — Can manage most company operations, including team members and payments. Cannot transfer ownership or delete the account.
• Employee — Can access the employee portal to view payslips, submit leave requests, and manage their own profile. Cannot access employer-side settings or data.

Inviting Team Members

1. Navigate to Settings > Team Members.
2. Click Invite Member.
3. Enter the person's email address.
4. Select one or both roles using the checkboxes (Admin, Employee, or both).
5. Choose which workspace(s) they should have access to.
6. Click Send Invitation.

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.

info

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

info

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 Join Requests section of the Team Members page.

1. Review the request — you'll see the person's name and email.
2. Click Approve — a role selection dialog appears.
3. Select the appropriate role(s) using the checkboxes:
   • Admin — if they'll manage team, settings, or payroll
   • Employee — if they're an EOR employee on your payroll
   • Both — if they need admin access and are also on payroll
4. Click Confirm to approve with the selected role.

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

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

1. Go to Settings > Team Members.
2. Find the team member in the list.
3. Click the role dropdown next to their name.
4. Select the new role.
5. Confirm the change.

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.

info

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