Managing Your Team
Last updated on June 20, 2026
Circlevine supports multiple team members per organisation, each with their own login and configurable permissions.
Roles
There are four roles, in order of access level:
| Role | Access Level |
|---|---|
| Owner | Full access to everything. Can manage billing, delete the organisation, and transfer ownership. Only one owner per organisation. |
| Admin | Full access to all features except billing management and ownership transfer. |
| User | Access is controlled by granular permissions. Can only see and do what they have been explicitly permitted. |
| Reader | Read-only access to permitted areas. Cannot make changes. |
Inviting Team Members
- Navigate to Team in the sidebar.
- Click Invite Team Member.
- Enter their email address, first name, and last name.
- Select a Role.
- If the role is "User" or "Reader", select their Permissions (see below).
- Click Send Invite.
The invited person will receive an email with a link to accept the invitation and create their account.
Granular Permissions
For the "User" and "Reader" roles, you can control access to over 25 specific areas:
| Permission Area | What It Controls |
|---|---|
| Manage/View Transactions | See and edit bank transactions |
| Manage/View Invoices | Create and send invoices |
| Manage/View Members | Add and edit members |
| Manage/View Events | Create and manage events |
| Manage/View Reports | Access financial reports |
| Manage/View Accounts | Create and manage bank accounts |
| Manage/View Categories | Create and manage categories |
| Manage/View Rules | Create automation rules |
| Manage/View Files | Upload bank statements |
| Manage/View Documents | Access the document vault |
| Manage/View Communications | Send bulletins |
| Manage/View Billing | Access subscription settings |
| Manage/View Settings | Change organisation settings |
"Manage" permissions include the ability to create, edit, and delete. "View" permissions are read-only.
Access Requests
If a team member needs a permission they do not have, they can Request Access from within the app. This creates a notification for the Owner/Admin, who can grant or decline the request directly.
Editing Team Members
Open the Team page to: - Edit a team member's role or permissions - Remove a team member from the organisation - Resend a pending invitation