Help center / Members and access
The member portal and inviting people
What members see, how they sign in, and how to invite them.
What a member sees
Their balance, each charge and payment, a statement to download, how to pay, your documents and your announcements, plus any optional features you switched on. They see only their own unit or membership.
How they sign in
With a link sent to their email. There is no password to remember. The link works once and expires quickly; they can always ask for a new one.
Inviting people
Open Settings, People with access, and send an invitation. When the email matches a person on your roster, their portal shows that person's accounts automatically.
Members do not need to sign in to pay. The pay link in every reminder is enough.
Roles
| Role | Can do |
|---|---|
| Admin | Everything, including roles, settings and deleting the group |
| Treasurer | Money and roster: billing, payments, imports, exports |
| Board | See the books and reports; cannot change them |
| Member | See their own account and what the group shares |
Admins and treasurers must use two-factor authentication.
Someone did not get the email
Ask them to check spam and wait two minutes, then try again from the login page. If it keeps failing, check the address on their record for a typo.
Related
Still stuck? Write to support@duesdesk.app.