Invite your team and choose roles
Owners and admins invite colleagues from Settings, under Team: enter their email, choose a role and send the invitation. The link works for seven days. Roles decide what each person can do: owners control billing and deletion, admins manage settings, staff work with clients, and viewers can look but not change anything.
Send an invitation
- Go to Settings, then Team.
- Under Invite someone, enter their email address and choose a Role.
- Select Send invitation.
They receive an email from Denby with an Accept invitation button. If they don’t have a Denby account, they create one with the same email address; if they do, they sign in and join your firm. Pending invitations are listed under Waiting to accept, where you can cancel one.
What each role can do
- Owner: everything, including billing and deleting the firm. Only owners can make someone else an owner.
- Admin: everything except billing and deleting the firm: team, branding, domain, portal settings and exports.
- Staff: works with clients: files, requests, messages, approvals, invoices and forms.
- Viewer: can see clients and their work but can’t change anything.
A firm always has at least one owner, and nobody can change their own role. To change someone’s role, choose a new one next to their name. To remove someone, select Remove; they lose access straight away, and anything they uploaded stays.
Two-step sign-in
We recommend everyone on your team turns on two-step sign-in. Owners of a paid firm must. See turn on two-step sign-in.