Invite users and manage roles

Add teammates and control what each person can see and do.

Updated November 9, 20262 min read

Add your team and give each person the right level of access with roles.

Invite a user

  1. Go to Settings → Users and click Invite user.
  2. Enter their email address.
  3. Choose a role to set their permissions.
  4. Send the invite — they’ll get an email to set a password and join.

Inviting an email that already belongs to another Fiddle organization adds your org to that person’s account; they’ll switch between orgs from the account switcher. They are not charged twice.

Roles and permissions

Roles bundle permissions so you don’t have to set them per person:

Role Typical access
Owner Everything, including billing
Admin Everything except billing
Billing manager Pay invoices, update cards, change or cancel the plan
Inventory, Sales, Purchasing, Production manager Full access to that area
Custom Scoped to specific modules you choose

Assign the least access someone needs to do their job — you can always expand it later.

Let someone handle billing

To have a bookkeeper pay for Fiddle without making them an owner, an owner opens the user under Settings → Users and adds the Billing manager role next to their existing role. They can then open Settings → Billing, pay an overdue invoice, update the card, and unlock the account if a payment failed. Only an owner can add or remove this role.

Remove or deactivate a user

Open the user under Settings → Users and deactivate them to revoke access immediately while preserving their history on past records.

Review your user list periodically and remove people who’ve left. It’s good security hygiene and keeps your seat count accurate.

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