Invite your team and assign roles that match what each person needs to do - without giving anyone more access than they need.
Go to Settings → Team Members → Invite User. Enter the person's email address and select their role. They'll receive an invitation email with a link to set their password.
Udala ships with 6 pre-built roles designed to match the typical structure of a business:
| Role | What they can do |
|---|---|
| Owner | Full access to everything, including billing, workspace settings and user management. Only one Owner per workspace. |
| Finance Manager | Approve and reject transactions, post to the General Ledger, view all financial reports, manage chart of accounts. |
| Finance Staff | Create invoices, payments, purchase orders and journal entries. Cannot approve or post to GL. |
| HR Manager | Manage employee records, approve leave requests, configure leave policies, run payroll. |
| Staff | Self-service: view own pay slips, apply for leave, update personal profile. Cannot see other employees' data. |
| Read Only | View dashboards and reports only. Cannot create or modify any records. |
Enterprise plan workspaces can create custom roles with granular permission toggles per module. Go to Settings → Roles → New Role and configure permissions for each module individually.
Go to Settings → Team Members, find the user, and click Remove. They will immediately lose access to the workspace. Their historical activity (created records, approvals, audit log entries) remains intact for compliance purposes.
📖 Note: Removing a user does not delete their records - it only revokes their login access. All transactions they created or approved remain in the audit trail.