Team & Access Control
User management, invitations, and permissions
- Inviting Team MembersAdd coworkers to your Loyva organization the right way.
- Role Permissions ExplainedWhat Admins, Sales, and Custodians can and can't do in Loyva.
- Assigning Team Members to ClientsControl who can see and work on each client.
- Removing or Deactivating UsersOff-board team members safely without losing data.
- Vault Access PermissionsWho can see, vault, view, and download Authoritative Copies — and how to grant access safely.