Users and access

Administrators have full access to manage all aspects of a company in dCompany. You invite them from company settings, and you can create custom roles for users who need more limited or tailored access.

The Administrator role

An Administrator can manage everything in the company: the shareholder register, board work, general meetings, documents, and settings. This is the core role for anyone running the company day to day — typically the CFO, board secretary, or a delegated administrator.

Every company starts with the person who onboarded it as Administrator. From there, you can invite additional colleagues.

Invite an administrator

1. Go to Settings and select Users in the left menu.
2. Click Invite new and select Administrator.
3. Choose the email language — English or Norwegian.
4. Optionally, click + Add personal note to include a message.
5. Enter the recipient's email address under Send to.
6. Click Send invite.

The recipient receives an email with a link to accept the invitation and join the company.

Time-saver: To invite the same person as administrator across multiple companies at once, use the Contacts module instead of repeating this process per company.

Custom roles

If someone needs access to company data without full administrator access — for example a lawyer, auditor, or accountant — you can create a custom role with exactly the permissions they need.

Custom roles are managed under Settings > Roles. From there, click Add new role to define the role's name and set permissions module by module. You can control whether a user has Edit, View, or no access to each part of the platform.

Once a role is created, it appears in the Invite new dropdown alongside Administrator, so you can invite users directly to that role.

Roles can also be shared with other companies in your portfolio, so you only need to set them up once.