3-min read

Invite your team

Admins, finance reviewers, IT reviewers, approvers, members, and viewers each get a tailored set of permissions. Most companies invite 3-5 admins on day one, then add finance + IT as they need them.

Steps

1Go to /settings/members.
2Click 'Invite teammate'. Pick the email + the role.
3GreyScape sends them an email with a magic-link signup. They sign in via WorkOS (SSO + TOTP).
4Once they sign in, they appear in the members list. You can change their role at any time — changes take effect on their next page load.
5If you need a custom permission set (e.g. budgets-only access for a vendor), use 'finance_admin' — it covers budgets + audit + exports without giving full admin.

Watch-outs

Six roles, deliberately. Don't grant Owner unless you mean it — Owner can delete the entire workspace.
Service accounts (the API keys you create at /finance/users) are different from member accounts. Service accounts are billed; members are unlimited.
If your company uses SSO via Okta / Entra / Google, you'll want the Identity connector — currently 'Coming soon' but listed in the upgrade waitlist.

Set your first budget

Stuck? Email [email protected] and we'll respond within one business day.