Elven Docs
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  • Getting Started
  • System Configuration
    • Getting started with Elven
    • Project and Entities
      • Choose an Accounting Start Date
    • Inviting team members
    • Viewing activity logs
  • Financial Configuration
    • Configure Chart of Accounts
    • Configure Journal types
    • Configure Auxiliary Accounting
    • Setting Account Opening Balance
  • ACOUNT MANAGEMENT
    • Importing account balances
    • Importing transactions
      • Importing derivatives transactions
    • Verifying account balances
    • Counterparty Accounts Management
      • Managing counterparties
      • Automated counterparty identification
  • Transactions management
    • Transactions overview
  • Bookkeeping
    • Accounting with transaction data
      • Tagging of transactions
      • Rule based tagging
    • Accounting with business data
      • Importing business data using API
      • Importing business data with CSV file
      • Automated bookkeeping of business data
  • ASSETS AND VALUATIONS
    • Assets management
      • Add tokens via smart contract
      • Customising price feeds for assets
    • Fair value of Crypto assets and adjustments
    • Currency exchange (FX) PnL adjustment
    • Derivatives unrealized PnL adjustment
    • Broker business inventory management
  • RECONCILIATION
    • Transaction Reconciliation
  • REPORTS
    • Trial balance
    • Account Balance sheet
    • Financial statements
    • Crypto assets disclosure form
    • Dashboard
  • OpenAPI
    • Obtaining API Authorization
    • Import Business Data
    • Create Account
    • Query Account
    • Create Source
    • Query Source
    • Import Transfer
    • Import Trade
    • Import Gain/Loss
    • Import Account Balances
    • Import Price
    • Query Platform
    • Query Currency
    • Timezone
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On this page
  • Accessing the members management page
  • Adding new members
  • Manage members

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  1. System Configuration

Inviting team members

This document will guide you to invite members into your project, including invitation portals, permission settings, email confirmation, and member management.

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Last updated 8 months ago

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Accessing the members management page

  1. After logging into your Elven portal,

  2. navigate to the left side menu bar Settings

  1. You can now have a view of all members in your Project, and the associated permissions.

Adding new members

  1. From the members management page

  2. Select the "Add Member" button located at the upper right corner of the page

  3. Enter the new team member's email address, and select the relevant entitlements of the member. You can also select "Set as Administrator" to grant all permissions.

  1. After clicking on "Add", an email will be sent to the entered email address, inviting them to join the project. If the invitee does not receive the invitation email, you can return to the Members page and click on the "Resend invitation" link beside the member's name.

Manage members

  1. You can view all invited and verified members on the Members page.

  2. Click the [Pencil] icon on the right side of the member to update their module permissions.

  3. Check the "Set as Administrator" box to grant the member permission to all modules.

  4. To remove a member, click the [Thrash Bin] icon on the right side of the member.

Then click on "Members"