👥 Adding Users and Managing Access
In Trovi, you can easily collaborate with colleagues, accountants, or external partners. Thanks to the advanced role management, you always stay in control of who sees what – and who can edit what.
🛠️ How to set up roles and permissions
Go to Settings → Manage company → User management, and then open Role management, where you can:
- 🔐 Create a new role – e.g., from predefined templates like “Accountant”, “Admin” or “Backoffice”
- ✏️ Name the role however you like
- ✅ Set permissions via dropdown menus – separately for each module
💡 Examples of permission setups:
- User can view invoices, but not edit them
- Can edit contacts, but has no access to documents
- Has no access to banking or financing, if not needed
✉️ How to add a new user
- Click on “Add a user for the company”
- Enter the new user’s email address
- Assign one of the available roles
Once confirmed, Trovi automatically sends an invitation with access to the specified email.
🔐 Why is this great?
🎯 Maximum flexibility and security – each team member only sees exactly what they need, and nothing more.
📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.