Signing in¶

The front door is a magic link¶

Go to the sign-in screen.
Enter your work email.
Open the email we send and click the link.

That's it: no password to choose, forget, or reuse.

Where your organization has it enabled, Continue with Google works too, for the same email address.

You have to be invited first¶

Your email must belong to an active member of an organization. Signing in with an address nobody has invited will not create an account.

If you are new, ask an admin or the owner of your organization to invite you from the Team page. You will get an invitation email with an accept link; once you accept, magic-link sign-in works for that address.

See Your team if you are the one doing the inviting.

Your session¶

Signing in sets a secure session cookie in your browser. It is scoped to you as a person, which is what makes per-user features like email notifications possible.

Signing out ends it. Signing in on another device gives you a separate session; they do not interfere.

What your role lets you do¶

Every member has a role, set when they were invited and changeable by an admin.

	Viewer	Member	Admin	Owner
See payments and accounts	yes	yes	yes	yes
See the address book	yes	yes	yes	yes
Send payments	no	yes	yes	yes
Add and edit recipients	no	yes	yes	yes
Manage webhooks	no	no	yes	yes
Invite and manage team members	no	no	yes	yes
Rotate the organization API key	no	no	no	yes

Actions your role does not allow are not hidden: they are visible and disabled, so you can see what exists and know who to ask.

Signing in with an API key¶

Under Advanced on the sign-in screen there is an option to sign in with an API key instead.

This is for integrations and local development. An API key identifies your organization, not you, so per-user features (notification preferences) are unavailable in that mode, because there is no person to attach them to.

Warning

An API key can move money. Treat it like a production credential: don't paste it into a shared browser, and rotate it from API keys and webhooks if you think it has been seen.

Just want to look around?¶

You do not need an account. Click Explore the demo on the sign-in screen. See Demo mode.

Trouble signing in?¶

Symptom	Likely cause
No email arrives	The address is not an active member of any organization, or the mail is in spam
"Invalid or expired link"	Magic links are single-use and time-limited. Request a fresh one
Signed in, but everything is read-only	Your role is `viewer`. Ask an admin to change it
Signed out unexpectedly	The session expired, or you signed out in another tab