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.

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.

Each team member manages their own profile - name, display name, and profile picture with built-in cropping. Individual preferences and settings keep things personalised without affecting the rest of the team.

For developers and integrators, each user can manage their own API keys, enabling secure programmatic access to Sodium's features.

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.