Team: invite people to work with you

With Team you can invite other people to work on your portfolio, each with their own account and a role that decides what they can see and do. This guide is for the account owner (and their admins).

Plan: Team is part of the paid Business plan and is not included in the free trial. During the trial you can't add members: when you open Team you'll see a video and the option to subscribe to Business.

Where to find it

• On your phone: open the menu (☰) from Home › Functions › Team.
• On the web (loanadmin.app): side menu › Team.

At the top you'll see your seats, and below the list of members with their role and status (active, pending or suspended).

Seats

The Business plan includes 5 internal seats and 5 collector seats. The owner doesn't use a seat.

• Internal: Admin, Agent and Viewer.
• Collectors: Collector.

Active members and pending invitations use a seat. A suspended member, a member in the trash or an expired invitation does not. If one type of seat is full, that role shows No seats when you invite.

Roles

• Admin: sees and manages the whole portfolio, plus the team (invite, edit, remove) and budgets.
• Agent: creates and manages loans for the clients you assign and records collections. Can create new clients only if you turn on Create their own clients. Can't delete clients or loans.
• Collector: records collections for the assigned clients. Location when collecting (GPS) is on by default.
• Viewer: read-only access to the assigned clients.

An Admin sees the whole portfolio; the other roles only work with the clients you assign them.

Invite a member

1. In Team, tap Invite member.
2. Enter the person's Email.
3. Choose the Role.
4. If the role isn't Admin, select the Assigned clients (optional; you can change them later).
5. Tap Send invitation.

The person gets an email with a link. The invitation lasts 7 days; if it expires, you can resend it. They must accept it with an account that uses that same email. Share the guide Joining a team with them.

Edit, suspend or remove

Tap a member in the list to open their profile (owner and Admin only):

• Change the Role, the assigned clients or Location when collecting (GPS) and tap Save changes.
• Suspend removes their access without deleting them and frees their seat; Reactivate gives it back if a seat is free.
• Remove from team moves them to the Trash for 30 days and frees their seat. To restore them, open Team on the web. After 30 days they are permanently deleted.
• If the invitation is still pending, you'll see Resend and Revoke.

You can't edit your own row or the owner's.

Budgets

Your Capital screen shows a Team budgets section (an Admin sees it on their Home, inside the company). There you set how much each member can lend:

• Amount and currency.
• Monthly period (renews every month) or No period (counts from today, doesn't renew).

If a loan goes over the budget, the app blocks it. Agents and collectors only see their own Your budget card (assigned, used and available), never your cash or your Capital ledger. More in Capital.

What each member sees

Members work from the phone app, inside your company: Loans, Collections and Customers according to their role and assignment. In the app, no member (not even an Admin) sees your Reports or the Reminders tab. Agents, collectors and viewers don't see your Capital ledger; an Admin sees it read-only from their Home (View Capital ledger).

On the web, a member sees Team and Capital (their budget; an Admin, the members' budgets). Inside Team, a collector also has My route, and an Admin has Activity, Map & route and Trash.

You and your Admins also get Today's collections (in Functions), with the map and log of your collectors' collections. See Location when collecting.

If you stop paying for Business

The team is paused: your members can't sign in to the company until you renew. Your data stays saved. You'll see the option Renew Business.