Team & invitations

Clausum is multi-user. Your organization administrator invites people by email; each person completes MFA and lands in the dashboard with a role that controls what they can change.

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Accepting an invitation

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Inviting teammates (merchant organization)

Admins (and roles with team write access) can invite from Equipo (/dashboard/team):

1. Enter email and role (admin, analyst, or viewer)
2. Send invitation — Clausum emails the activation link
3. Pending invites appear until accepted or revoked

Pending invitations are reconciled automatically when the user already has access (no stuck “pending” state after first login).

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Roles at a glance

See Roles & permissions for the full matrix. Summary: Some enterprise deployments restrict who may invite users — if you do not see Invitar, your role is read-only by policy.

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Managed onboarding (enterprise)

Financial institutions and partners provisioned by Clausum may receive:

• A first admin invite from Clausum operations
• Optional invite-only signup (enterprise invite only mode)

In that model, self-service signup is disabled; your operations contact provisions the workspace and sends the first invitation. Day-to-day team invites still happen inside Equipo once you are in.

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Security hygiene

• Do not forward invitation emails outside your company
• Revoke departed users from Equipo
• Rotate API keys in Integraciones when staff with key access leave