User Management & Permissions

Adding people to your practice is simple. Send email invitations directly from Sodium. When inviting someone, you choose their level of access so they have the right permissions from the start.

Track the status of every invitation - pending, accepted, declined, or expired. If an invitation expires before someone accepts, retry it with one click rather than starting from scratch.

Not everyone in your practice needs to see every client.

If you have contractors, outsourced bookkeepers, or temporary staff, you can lock down exactly which clients they can access. Assign users to one or more teams and restrict their access to only the clients assigned to those teams.

Alternatively, restrict a user to only the clients assigned directly to them — for example, as the client's Manager or Associate. You can also combine both approaches, so a user sees clients from their teams plus any clients where they're personally assigned.

Every user is assigned a role that controls what they can see and do across the system. Roles range from full administrative access — where a user can manage settings, billing, and other users — right down to a read-only viewer who can look but not change anything.

For developers and integrators, each user can also manage their own API keys for secure programmatic access.

Each client can have a Partner, Manager, and Associate assigned from your list of users. A user can be flagged as one or more of these roles, making it easy to reflect the way your team actually works.

Any of these associations can be turned off in the Client Settings section if they don't apply to your practice. This helps simplify the system and keeps the interface focused on what matters to you - whether that's managing internal references, streamlining client records, or reducing unnecessary fields.

Permissions and team structure feed directly into how work gets distributed. Automatically assign tasks to specific team members, or assign by role - client manager, partner, or service manager - so the right person always picks up the work.

Combined with workflows, you can define exactly who handles each step of a process. Your dashboard then gives each team member a clear view of their own workload and priorities.