Member management

GoMonio's member management system allows you to invite team members, family, or colleagues to collaborate on your profiles with role-based permissions.

Written By Joska

Last updated About 1 month ago

Member Roles

Role

Permissions

Owner

Full control including billing, deletion, and member management

Admin

Member management and all data operations (cannot delete profile)

Editor

Create, edit, and delete transactions and data

Viewer

Read-only access to all profile data

Getting Started with Team Members

  1. Navigate to Member Management: Go to Settings → Team Members. Only Owners and Admins can access this page.

  2. Check Your Member Limits: View your current member count vs. limits at the top of the page. Limits vary by tier:

    • Business Basic: 1 member (owner only)

    • Business Premium: 5 members + purchasable additional slots (€5/slot/month)

    • Agency Plans: 5+ members + purchasable additional slots (€5/slot/month)

  3. Invite New Members: Use the "Invite New Member" form to add team members:

    • Enter the email address (user must have a verified GoMonio account)

    • Select appropriate role (Viewer, Editor, or Admin)

    • System checks member limits before sending invitation

  4. Invitation Process: After submitting the invitation:

    • Invitation email sent automatically with secure link

    • Member appears in "Pending Invitations" section

    • Invited user cannot access profile until they accept via email link

    • Invitation expires in 7 days if not accepted

Managing Team Members

Active Members

Users who have accepted invitations and can access the profile:

  • Edit Roles: Click the edit button next to the role badge to change member permissions

  • Remove Members: Use the remove button (with confirmation dialog)

  • View Status: See member email verification and join date

Pending Invitations

Invitations sent but not yet accepted:

  • Remove: Use the remove button to cancel the invitation

Security & Access Control

  • Email verification: Invited users must use the same email address

  • Account required: Users need verified GoMonio accounts before invitation

  • Time limits: Invitation links expire in 7 days

  • Profile isolation: Members only see data for profiles they're invited to

Troubleshooting

Member can't see the profile after invitation

Users cannot access profiles until they click the invitation link in their email, log in with the correct email address, and accept the invitation. The profile will then appear in their profile switcher.

Invitation email not received

  • Check spam/junk mail folders

  • Verify the email address was entered correctly

  • Confirm the user has a verified GoMonio account

Cannot invite user — "User not found"

The user must first create a GoMonio account and verify their email address. Then you can invite them using their verified email.