You need Manage users and teams permission to invite members, manage book access, and create teams. Manage user permissions separately controls permission changes.
Active users
The users table shows every active member in your company with their name, email, permissions, and book access.Manage users and teams or Manage user permissions lets you see the company user list. Without either permission, you see yourself and users who share a book with you. The Books column shows shared books unless you have Manage users and teams permission.
Auth method and 2FA
Users with Manage users and teams permission see two extra columns:- Auth method — how the user signs in. Shows Google or Microsoft (with the provider’s icon) for users signed in with those identity providers, or Password for users with email and password sign-in. A dash (-) means Slant could not determine the sign-in method.
- 2FA? — whether the user has two-factor authentication enabled on their account. Shows a Yes or No badge, or a dash (-) if the status is unavailable.
Change a user’s permissions
1
Open the permission editor
Click Member or the permission count in the user’s Permissions column.
2
Choose permissions
Select the permissions the user needs. All permissions selects the full preset; Member clears the selection.
3
Save changes
Click Save.
Manage book access
Each user’s books appear as badges in the Books column. To remove a user from a book, click the on the book badge and confirm. To add a user to a book, click Add to books at the top of the page, then select the user and the books to grant access to.You cannot remove a user from a book they own (their principal book).
Invite a team member
1
Click Invite member
2
Enter the new member's details
Fill in their Email, First name, and Last name.
3
Configure book access
Toggle Create own book if the new member should have their own book. Use Grant access to books to select existing books they should have access to.
4
Click Send invitation
The invitation is sent by email. The new member appears in the table with a Pending badge until they accept.
Manage pending invitations
Pending invitations appear in the users table with a Pending badge next to the email. For each pending invitation you can:- Copy the invitation link — click the button to copy the sign-up link to your clipboard
- Resend the invitation — click Resend to send another email
- Revoke the invitation — click Revoke to cancel the invitation entirely
Teams
Teams let you group users together so you can assign tasks to an entire team at once.Create a team
1
Click New team
A new row appears at the top of the teams list.
2
Enter a team name
3
Choose a color
Click the color circle to pick a team color from the palette.
4
Add members
Click the members button and select users from the list.
5
Save the team
Click the checkmark or press Enter to create the team.
Edit a team
- Rename — click the team name, type the new name, and press Enter
- Change color — click the color circle and pick a new color
- Add or remove members — click the members button, adjust the selection, and click Save
Delete a team
Click the button next to a team and confirm. Tasks previously assigned to the team will no longer show the team name, but individual collaborators on those tasks remain.Switching between firms
If your firm is part of a larger group and you’ve been given access to more than one firm’s Slant account, your firms are listed at the top of the account menu — the button with your firm’s logo at the top of the sidebar. The firm you’re currently working in shows a checkmark. Select another firm to switch your entire workspace to that firm, including its books, clients, and settings.Access, permissions, books, and teams are separate for each firm. Permissions in one firm do not carry over to another. Access to more than one firm is set up by Slant support — admins cannot grant it themselves.
FAQ
Can members see the users and teams page?
Can members see the users and teams page?
Yes. Members see users in their shared books. Managing invitations, book access, teams, and permissions requires the corresponding permission.
What happens when I revoke an invitation?
What happens when I revoke an invitation?
The invitation link becomes invalid and the pending entry is removed from the table. The invited person can no longer use the link to join.
Can I assign tasks to a team?
Can I assign tasks to a team?
Yes. When assigning a task, you can select a team instead of an individual. All team members become collaborators on the task.
Next steps
Profile
Update your personal information and preferences.
Tasks
Learn how to create and manage tasks for your team.