Members

User Need

Small Metrics is designed for collaborative financial management—whether it’s a family budget or small business accounting. The Members management module fulfills the business need for secure delegation: it allows you to invite other people to your workspace, distribute access rights, and monitor their activity.

The main feature of the module is preserving the integrity of financial history. Even if a person stops participating in a budget, all their past transactions remain in the system to ensure accurate analytics.

Available only for Admins The people management module is available exclusively to users with the Admin role and the space creator (Owner). Regular participants (Member) have read-only access to the list and cannot invite or block anyone.

Where to find it

UI Path: Go to the Money tab in the bottom navigation bar -> Tap the card of the desired budget -> Tap the gear icon (Settings) in the top right corner -> Select the Members section.

Steps: How to manage members

The management screen is divided into two tabs: Members (active users) and Invitations (pending confirmation).

Inviting a new member

1. On the Members screen, tap the blue Invite member button.
2. In the mandatory Email address field, enter the user’s email.
3. In the Role dropdown list, select the rights: Member (transactions only) or Admin (full access).
4. Tap the main Invite button.

Changing roles and blocking (Freezing)

1. Tap the card of the required member in the list to open the editing screen.
2. To change a role, select a new value in the Role dropdown list.
3. To block a user, tap the red Freeze Access button.
4. In the modal window that appears, confirm the action by tapping Freeze Access.

Revoking an invitation

1. Go to the Invitations tab.
2. Select the required invitation from the list.
3. Tap the red Revoke Invitation button to invalidate the link.

Expected Result

• When sending an invitation: The text on the Invite button is replaced by a loading spinner. Upon successful submission, the screen closes, a green Invitation sent successfully! notification appears, and the invite appears in the Invitations tab.
• When blocking: The member’s status instantly changes to Frozen. They immediately lose access to the budget, but their transactions remain in the system.
• When changing a role: A saving indicator appears next to the dropdown list, which turns into a green checkmark after a successful server response.

Frequently Asked Questions (Q&A)

What is the difference between a Member and an Admin? A Member can view budget data, add transactions, and track analytics. An Admin also manages budget settings, categories, assets, and the member list.

How do I delete a member who left the project or family? We do not delete members completely to avoid breaking financial history. Instead, select the member and tap Freeze Access. Their access will be instantly closed, but all historical data will remain intact.

Why can’t I change my own role from Admin to Member? Every budget must have at least one active Admin. If you are the only admin, the system will not let you downgrade your own rights until you appoint another user as an Admin.

Can I cancel an invitation if I sent it to the wrong address? Yes. Go to the Invitations tab, select the pending invitation, and tap the Revoke Invitation button. The link will then become invalid.

Possible Errors

While working with the module, client validation and the server (API) may return the following errors as red text:

• Please enter an email / Please enter a valid email: The email field is empty or entered in an incorrect format.
• Cannot remove or freeze the last active admin: The system safeguard is triggered. You are trying to freeze the last administrator in the budget. Appoint another admin first.
• Owner cannot leave the budget. Delete it instead: The space creator (Owner) is trying to voluntarily leave the budget instead of deleting it.
• User is already a member: You are trying to send an invite to a user who is already in this budget.
• You cannot change your own role: You are attempting to downgrade your own rights (from Admin to Member).