Team member invitations and user roles/permissions

This section explains how to invite team members and manage their access levels in Modeve ERP. Proper user management ensures everyone has the right tools while keeping sensitive information secure.

1. Inviting New Team Members

Log in to Modeve.
Go to the left sidebar → Employees, Team, Users, or Staff (the exact name may vary slightly depending on your setup).
Click the Invite Member, Add New, or + button.
Fill in the invitation form:
- Full Name
- Email Address (important — they will receive the invitation here)
- Phone Number (optional)
- Job Title / Department
- Role / Permission Level (choose carefully — see below)
Add a personal message if you want (optional).
Click Send Invitation.

The invited person will receive an email with a link to set their password and complete their profile.

2. User Roles and Permissions

Modeve uses role-based access. Common roles include:

Role	Typical Access Level	Best For
Admin	Full access (all modules, settings, user management, finance)	Business owners, top managers
Manager	Can manage projects, team, reports; limited finance/settings	Department heads, project leads
Employee	Can view & update own tasks, projects, submit tickets/expenses	Regular team members
Client	Limited view (only their projects/tickets)	External clients
Accountant	Finance-focused access	Finance team
HR	Employee records, attendance, leaves	HR staff

Note: Your company administrator can create custom roles if needed.

3. Managing Existing Users

Go to Employees / Users list.
Find the user and click the action menu (⋯) next to their name.
Options usually include:
- Edit details / role
- Deactivate / Suspend (without deleting)
- Delete user
- Reset password (send new invitation)
- View activity

4. Best Practices

Invite users with the minimum permissions they need to do their job (principle of least privilege).
Regularly review user list and remove or deactivate ex-employees.
Ask new team members to complete their profile and install the mobile app right after joining.
Use departments/groups to organize larger teams.
For franchised learning centres or multiple locations, consider using separate projects or custom fields to separate data.

5. What Team Members See After Joining

New users will:

Receive a welcome email with login details.
Land on the Dashboard after first login.
Only see modules and data according to their assigned role.

Need Help?
If you encounter any issues with invitations or permissions, contact your Modeve administrator or [email protected].