Inviting Members

User Need

Joint financial tracking is one of the core values of Small Metrics. To manage a family budget with your spouse or manage a business P&L with an accountant, you need to securely grant access to a specific space.

The invite management feature allows you to flexibly add new people, grant them the necessary permissions (viewing and adding transactions or full space management), and revoke granted access if needed. At the same time, the invited member gets access only to the selected space, and the rest of your finances remain safely hidden.

Available only for Admins Only a user with the Admin role can send new invitations, revoke them, and change member roles. If a regular member (Member) tries to perform these actions, the system will block access.

Where to find it

Invitation management is done within the settings of a specific space. Navigation path: Go inside the desired space -> Settings (gear icon) in the upper right corner -> Members section -> Invitations tab.

Steps: Sending a new invitation

1. While inside the space, tap the Settings (gear) icon in the top panel.
2. In the opened menu list, select Members (people group icon).
3. On the members management screen, switch to the Invitations tab at the top of the screen.
4. At the very bottom of the list, tap the button with the plus icon and the text Invite member.
5. On the opened screen, enter the email address of the person being invited into the required Email field.
6. In the Role dropdown list, select the access level: Member (selected by default) or Admin.
7. Tap the main Invite button at the bottom of the screen. While sending the request, the button text will be replaced by a loading indicator.

Steps: Changing the role or revoking an invitation

If you have already sent an invitation, but the person has not accepted it yet, you can manage it:

1. Go to the Invitations tab (sent invites with the Invited status are displayed here).
2. Tap on the desired invitation in the list to open the editing screen.
3. To change the role: Simply select a new value in the Role dropdown list. The change request will be sent to the server instantly and automatically.
4. To revoke (delete) the invite: Tap the red Revoke Invitation button at the bottom of the screen. A warning modal window with the text «Are you sure?» will appear. Tap the red Delete button to confirm or the gray Cancel button to abort.

Expected Result

After successfully tapping the Invite button, a green pop-up notification (Toast) with the text Invitation sent successfully! will appear on the screen.

The sending screen will automatically close, and you will be returned to the members list. In the background, the list will refresh, and the new invite will instantly appear on the Invitations tab with the Invited status. A beautifully designed notification email with an invitation to join your space will be sent to the specified email address.

Frequently Asked Questions (Q&A)

Can I invite a person who is not yet registered in the app? Yes. You can send an invitation to any email. The person will receive an email with a download link. As soon as they install the app and register with the same email address, they will immediately see your invitation in their inbox inside the app.

Can an Admin invite another Admin? Yes. There can be multiple full-fledged administrators in one space. When sending an invitation (or editing a sent one), simply select Admin in the Role field.

Is there a limit on the number of members in one space? No, there are no strict system limits. You can send as many invitations and add as many members as your project or family requires.

What happens if I send an invitation to the same email twice? If the invitation is already pending, the system will not throw an error. It will simply update the existing invite (for example, if you decided to change the role) and send it again. To you, this will look like a successful resend.

Possible Errors

• Red text “Please enter an email” below the input field: Appears if you tried to tap the Invite button while leaving the email field empty.
• Red text “Please enter a valid email” below the input field: Client-side validation will block the request if the entered text does not look like an email (for example, missing the @ symbol or domain).
• Pop-up error “User is already a member”: A server error (400 Bad Request) that appears as a red Toast if you try to invite a person who has already accepted an invitation and is in the space, or if you try to send an invite to yourself.
• Pop-up error “You do not have permission to perform this action”: A server error (403 Forbidden). This means your permission level was downgraded to Member, and you can no longer manage invites.
• Pop-up error “Something went wrong”: A generic notification during network failures (500 Internal Server Error). Check your internet connection and try again later.