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How do you add colleagues, and who can do what?

Company → Members shows who uses Eximcast at your company, and their roles. The company's owner adds members, changes roles and removes members.

  1. Type the email address, choose the role and press “Invite”. The invitation link is emailed and is valid for 7 days.
  2. An owner can do everything, and also manages members, notifications and billing.
  3. An analyst adds and changes data, confirms decisions and assigns changes.
  4. A viewer sees everything but can't change anything: right for your managing director or your customs broker, for example.
  5. If an invitation has run out, invite the same address again.
Company → Members: roles and invitations
Company → Members: roles and invitations

Company → Billing shows how many users your plan includes: 3 on Starter, 10 on Professional, and no limit on Business.