Customers and people
Give your team their own logins
Give each person their own login. Invite them by email or send the link on WhatsApp; it takes about a minute.
Invite by email, WhatsApp or a copied link. Each person gets their own login.
- 01Three ways to invite
- 02Why shared logins cause trouble
- 03Who to invite first
What this solves
Customer, supplier and staff details live in too many places
Phone books, visiting cards, registers and spreadsheets. Duplicates multiply, staff leave with the contacts, and attendance is argued over at salary time.
MatruOS keeps one record per customer, supplier and staff member, warns before duplicates, and links each to their invoices, payments, attendance and tasks.
Anyone with the right role finds the full history on one page, and payroll starts from attendance everyone can see.
Three ways to invite
Why shared logins cause trouble
A shared login hides who did what. When an invoice is cancelled or a payment is recorded against the wrong customer, nobody can say who did it, which makes it hard to correct the habit behind it.
Who to invite first
Start with those who enter work every day: accounts, stores and the counter. Invite your CA the same way.
How it works
How it goes in MatruOS
- Open your team settingsGo to the team or staff area in MatruOS.
- Choose how to inviteEnter an email, or get the link to send on WhatsApp or copy.
- Send itThe person opens the link and sets up their login.
- They start workThey sign in as themselves on their own phone or laptop.
Questions
Questions people ask
Does each staff member need an email address?
An email invite needs one. You can also send the invite link on WhatsApp or copy it and share it another way.
Can I invite my CA?
Yes. Invite your CA or accountant the same way as staff.
Can staff use their own phones?
Yes. MatruOS works on phone, tablet and laptop, so each person signs in on the device they have.
Read next
Where to go from here
Run the whole business on one system Set up for your trade.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes