View team members
- Navigate to Settings → Users and teams.
- The table shows each user’s name, email, status (Admin or Member), and which books they have access to.
Invite a team member
Admins can invite new users to the firm.Configure book access
Choose whether to create a new book for the user, or grant access to an existing book.
Pending invitations
Pending invitations appear in the team table with a Pending badge. Admins can:- Resend the invitation email.
- Revoke the invitation before it is accepted.
Admin vs member
Slant uses two status levels at the company level:| Status | Capabilities |
|---|---|
| Admin | Full access including company settings, user management, and data customizations |
| Member | Access to clients, tasks, and day-to-day features. Cannot manage company settings or invite users |
Change admin status
Admins can promote or demote other users:- Find the user in the team table.
- Click the status badge next to their name.
- Select Admin or Member from the dropdown.
Add a user to a book
To grant an existing user access to an additional book:- Click the Add to book button.
- Select the user and the book.
Book-level roles
Within each book, users have one of three roles:| Role | Description |
|---|---|
| Principal | The book owner. Cannot be removed. Full control over the book |
| Contributor | Can create, edit, and manage records in the book |
| Viewer | Read-only access to the book’s data |
Teams
Admins can organize users into teams for easier management. The Teams section appears below the user table for admins.Removing access
When a team member leaves your firm:- Remove their access from individual books, or deactivate their account.
- Tasks and notes they created remain in the system.
- Open tasks assigned to them should be reassigned.
Troubleshooting
Invitation not received
- Check the recipient’s spam folder.
- Verify the email address is correct.
- Click Resend to send the invitation again.
User cannot access a book
- Verify they accepted the invitation.
- Check that they are logged in with the correct email.
- Use Add to book to grant access to specific books.