Inviting members and roles

Cord controls access through granular permissions, not just a fixed role: each member gets access to specific sections of the app (quotes, collections, clients, products, reports, settings, payment configuration, refunds, team).

Inviting your team

1. Go to Settings › Team & permissions › Team & roles.
2. Click Add member.
3. Enter their email and choose a starting role (or customize the permissions right there).
4. The person receives an invitation link, valid for 7 days, to join the workspace.

If you restrict invitation domains under Settings › Team & permissions › Security, the rule also covers the link: when accepting it, the person must be signed in with an email from one of those domains. Each link works only once.

Inviting additional members requires the Professional plan or higher: Free and Starter are single-user. Seat limits per plan are 5 on Professional, 15 on Scale, and unlimited on Developer; if your account is already at the limit, the invite button tells you before you try.

Available roles

Roles are starting points; the owner can fine-tune any member’s permissions section by section after inviting them.

• Super admin (Owner): the account’s owner. Unrestricted access, including subscription billing and deleting the organization. There’s only one per organization, and their permissions can’t be edited.
• Admin: almost full control, including managing the team. It’s the only starting role that’s missing one permission: it cannot request refunds on reconciled payments.
• Rep (Vendedor): quotes and manages clients and products, and sees reports. Doesn’t access Settings, can’t approve discounts, and can’t see payment configuration.
• Read only: can view the app but can’t change anything in any section.
• Custom: when you edit a member’s permissions beyond their preset, the role becomes “Custom” and keeps exactly the combination of sections you checked.

Any member other than the owner can have full access to the sections their role or custom configuration grants — including Collections, Settings, or Team — but can never change the owner’s permissions or remove them.

Who can grant which permission

• The owner can grant any permission.
• Someone who manages the team without being the owner can only grant the permissions they have, when inviting, editing someone, or picking a role. What the member already had is kept, and removing permissions is always allowed.
• Refunds can only be granted by the owner.
• No one can change their own permissions or role.