Skip to content

Inviting and managing members

Owners and Admins manage who's in an organization from Settings → Members.

Inviting someone

  1. Go to Settings → Members and choose Invite member.
  2. Enter their email address and choose a role: Admin, Bookkeeper or Viewer. See Roles and permissions.
  3. Choose Send invitation.

They get an email with a link that works for 7 days.

  • If they're new to Iris, the link lets them create an account and join in one step.
  • If they already have an Iris account, they sign in and choose Accept invitation.

The Owner role can't be given by invitation. To make someone the Owner, invite them first, then transfer ownership.

Pending invitations

Pending invitations are listed below the members.

  • Resend sends a fresh link that works for another 7 days. Earlier links for that invitation stop working.
  • Revoke cancels the invitation so its link no longer works.

Expired invitations stay in the list until you resend or revoke them.

Changing someone's role

Choose a new role next to the member's name. Owners and Admins can change anyone's role except the Owner's, and can't change their own.

Removing someone

Choose Remove next to the member's name. They lose access to the organization straight away, but keep their Iris account. The Owner can't be removed.

Leaving an organization

Anyone except the Owner can leave from Settings → Organization with Leave organization. To leave as the Owner, first transfer ownership to someone else.