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Halyard Help Center
  1. Halyard Help Center
  2. Getting started

Invite your team

Updated

Everyone on your team gets their own sign-in, so you can see who did what.

Send an invitation

  1. Open Settings → Team and click Invite people.
  2. Enter one or more email addresses and pick a role.
  3. Click Send invitations. Invitations expire after 7 days.

Roles

Role Can do
Owner Everything, including billing for your Halyard plan and deleting the workspace
Admin Everything except the Halyard plan and deleting the workspace
Finance Create and send invoices, record payments, issue refunds
Viewer See invoices and reports; change nothing

Tip: give your accountant the Viewer role. They can download everything they need without being able to change it.

Each workspace has one owner. To hand over ownership, the current owner opens Settings → Team, clicks the new owner's name and chooses Make owner.

For extra safety, ask everyone to Turn on two-factor authentication.