Manage multi-users
Adding, removing, and assigning roles to users, setting permissions for secure collaboration.
6 articles
What are the different team roles?An overview of the four team roles available on Incard: Owner, Admin, Bookkeeper, and Custom.
Understanding the Custom roleHow to configure a Custom role with tailored permissions and account access on Incard.
How to remove and restore team membersHow to remove a team member's access and how to restore them if needed.
How to invite a team memberStep-by-step guide to inviting new team members and assigning them a role on Incard.
How to transfer account ownershipHow the Owner can transfer ownership of an Incard account to an Admin.
Can I link 2 accounts with different email addresses?