Help Center · Settings & Account

Can my invited colleagues see all the sidebar menus or only what I allow?

Invited users only see the sidebar modules you have explicitly granted them access to. They do NOT get full access by default — you control exactly what they can view and use.

How it works

When you invite a team member via Settings → Users → Invite User, you select which modules they can access using the "Module Permissions" checkboxes. Each checked module becomes a visible sidebar item for that user. Unchecked modules are completely hidden from their sidebar and inaccessible even if they try to navigate directly to the URL.

The 9 modules you can grant or revoke

  • Buildings — view and manage building details
  • Tenants — view and manage tenants/lessees
  • Tenant Billing — create and manage tenant bills
  • Invoices — view and manage utility invoices
  • Invoice Reader — upload and process PDF invoices
  • Cost Allocation — configure cost distribution rules
  • Reports — view and generate reports
  • Analytics — access energy, water, gas, and waste dashboards
  • Tenant Hub — communicate with tenants and manage issues

What invited users always see (regardless of permissions)

  • Dashboard (home page) — always visible
  • My Account — where they manage their own profile and security settings

What invited users never see

  • Settings — only the account owner (admin) can access Settings, which includes user management, billing, extensions, and localization

Example: If you want a colleague to only handle invoices and reports, check only "Invoices", "Invoice Reader", and "Reports" when inviting them. Their sidebar will show Dashboard, Invoices, Invoice Reader, Reports, and My Account — nothing else.

Changing permissions later: Go to Settings → Users → find the user → click the key icon → toggle modules on or off → Save Permissions. Changes take effect on the user's next page load.

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