Users & roles
Invite admins, assign roles and manage access permissions.
ECARD makes a distinction between two concepts that shouldn't be confused:
- Users (in Organization → Users): the people who carry a card, a profile, a signature or a wallet. They are the ones who appear on the materials.
- Admins (in Organization settings → Admins): the people who have dashboard access, each with a role that defines their permissions.
The same person can be both a user (they have a card) and an admin (they manage the organization), but the two lists are separate.
Invite an admin
- Open Organization settings → Admins.
- Click Invite a user.
- Enter the person's email address.
- Choose the role to assign to them (see the table below).
- Confirm: the person receives an email invitation to set up their access (via email, Google or Microsoft).
Until they accept, the invitation shows as pending. You can resend it (send the email again) or cancel it.
A screenshot of the Admins screen showing the "Invite a user" button and a pending invitation would help here.
Example
You're handing management of the "Lyon" subsidiary to a local lead. Invite them with the Manager role: they'll be able to administer the users in their space without seeing billing or the other subsidiaries.
The roles
| Role | Can… |
|---|---|
| Owner | manage everything, transfer or delete the organization, manage billing |
| Admin | manage members, billing, settings and integrations |
| Manager | manage the users in their spaces |
| Member | create and edit profiles in their spaces |
| Viewer | view only (read-only) |
Assign the most restrictive role that still lets the person do their job. This is the principle of least privilege.
Transfer ownership
The owner can transfer ownership of the organization to another admin:
- Open Organization settings → Admins.
- Select the receiving admin and choose Transfer ownership.
- Confirm with the verification code (OTP) you receive, for security reasons.
After the transfer, the former owner becomes an Admin.
Troubleshooting
- The invitation doesn't arrive. Ask the person to check their spam folder, then resend the invitation from the admins list. See also Login & account.
- "This person is already an admin." The email address is already in the list; edit their role instead of re-inviting them.
- An admin can't see a space. Check that their role (Manager/Member) is attached to the correct space.
Good to know
- The role controls access to the dashboard, not the appearance of the card.
- A Viewer is ideal for an outside observer (accounting, management) who needs to look without any risk of making changes.
- For role definitions, see the Glossary.