As your business grows, you may need to grant colleagues or external professionals access to your company's Dappr account. This guide explains how to invite new users, assign roles, and manage permissions to ensure everyone on your team has the appropriate level of access to get their work done.
Before you can manage your team, your company must have completed its formation and onboarding with Dappr. Only users with the "Administrator" role can invite, edit, or remove other team members. Please note that all user management must be performed through the Dappr desktop application; these settings are not available on mobile devices.
Inviting a new team member
To add a new user to your Dappr account:
Navigate to Settings in the main menu.
Click Team members in the secondary menu at the top of the page.
Click the Invite team member button located in the top-right corner.
In the dialog box that appears, enter the user's full name and email address.
Assign a role from the dropdown menu.
Dappr offers several pre-configured roles to streamline permission assignments:
Administrator: Grants full access to all features and settings within your Dappr account, including the ability to manage other users.
Manager: Provides broad access suitable for overseeing daily operations.
Employee: Offers limited access tailored to specific tasks.
Accountant: Grants read-only access to financial records and business documents, plus full access to Dappr Accounting.
After selecting a role, you can further customize access by checking or unchecking specific permissions. Alternatively, you can select Custom access to build a unique set of permissions from scratch without any pre-selected defaults.
Once you send the invitation, Dappr will email the individual. If they do not have a Dappr account, they will be prompted to create one. If they are an existing Dappr user, they can accept the invitation after signing in. For users granted cardholder status for the Dappr Financial Account, an identity verification step will be required. The user's status will appear as "Invited" until they accept, at which point it will change to "Active."
Editing and removing team members
To modify an existing user's permissions or remove their access:
Navigate to the Team members page under Settings.
Locate the user in the list and click the three-dot actions menu on the right.
Select Edit permissions to adjust their access levels. You can only edit a user's name and email address if they have not yet accepted their invitation.
To revoke all access, select Remove access from the same menu.
Automatic invitations and access restrictions
Dappr automatically creates user accounts for certain individuals based on your company's legal structure and filings. Members and managers of an LLC, as well as corporate shareholders, directors, and officers appointed via resolutions, will receive automatic invitations. These roles are granted a minimum set of view-only permissions for key business records. The specific permissions can be viewed on the Team members page.
In some cases, you may be prevented from removing a team member. For example, if a user is listed as a corporate officer in your company's official records, you must first file the necessary documents to dismiss them from that position before their Dappr access can be revoked.