Inviting your team
Add users to your organization and control what each person can see and do.
Dudley is better with your team on board. Owners and admins can add users so the right people can log data and see the numbers that matter to them.
Add a user
- Go to Settings → User List.
- Select Add User.
- Enter their username, email, and name, then choose a role.
- For Manager and End User, set page access (which areas they can open and whether revenue, expenses, and hours are scoped to their own records or the whole business).
- Save. They receive an email invitation to set their password before they can sign in.
If the email doesn’t arrive, open their profile from User List and choose Resend Invite.
Only Owners and Admins can add or manage users.
Roles
- Owner — Full access for the organization, including billing. There is one owner per account; page access for the owner cannot be restricted.
- Admin — Full access to all pages, organization settings, and user management. Admins can use Teddy AI when it is enabled for the organization.
- Manager — Day-to-day work with configurable page access. Managers do not manage users or organization settings; they can only view their own profile under Settings.
- End User — Day-to-day work with configurable page access (often limited to their own revenue, expenses, or hours). End users do not manage users or organization settings.
When you add someone, you can invite them as Admin, Manager, or End User. Ownership is not transferred from Add User.
Page access
For Managers and End Users, you can turn access on or off for areas such as revenue, expenses, inventory, projections, and hours, and choose own vs all scope where it applies. Overview and Clients stay available to every user. You can change these later from the user’s profile under Page Access.
Seat limits
Basic includes up to 5 users and Pro includes up to 10. You can add extra seats to either plan at any time, and Enterprise is unlimited. See plans & billing for details.