In WiseData Finances, a single login can manage several companies and rely on a team, where each person has a role that defines exactly what they can see and do. This page explains the three pillars: multi-company control, user invitations and roles and permissions.
Several companies under one login
Besides your personal space, your login can have access to as many companies as you manage or are invited to join. Under Company settings → Companies you see all the ones you have access to. Each shows:
your role in that company;
the Current marker, on the company open at the moment;
the Shared marker, when you were invited by someone else (rather than having created the company).
You switch between spaces with the space selector, and create a new company through the registration wizard — creating companies is part of the Enterprise plan. Each company's finances are fully isolated from the others and from your personal space.
Inviting users
Under Company settings → Users, click Invite. You provide the name, the email, the phone and choose the person's role. The invitee gets access to that company — and only to it.
In the user list, each person appears with their role and, where applicable, Pending (invitation not yet accepted) or email unverified markers. At any time you can edit a user's role or remove them from the company.
The roles and what each can do
There are four roles. They're cumulative: each includes what the role below can do and adds more.
What they can do | Owner | Admin | Member | Viewer |
|---|---|---|---|---|
View financial data and reports | ✓ | ✓ | ✓ | ✓ |
Record and edit finances (expenses, income, accounts, transfers, loans, invoices, budgets, goals, categories, investments and taxes) | ✓ | ✓ | ✓ | — |
Employees and payroll | ✓ | ✓ | — | — |
Manage users (invite, edit, remove) | ✓ | ✓ | — | — |
Company data and personalization | ✓ | ✓ | — | — |
Plan and billing | ✓ | — | — | — |
Delete the company and transfer ownership | ✓ | — | — | — |
In short:
Owner — the company's owner. Can do everything, including plan and billing, deleting the company and transferring ownership. There is only one owner per company.
Admin — handles the full day-to-day: finances, HR (employees and payroll), users and company data. Doesn't access plan and billing nor delete/transfer the company.
Member — records and edits the finances, but doesn't access HR (payroll and employees), doesn't manage users and doesn't see billing.
Viewer — only consults the data and reports, without creating or changing anything.
Why payroll is separate: because it involves salaries and sensitive team data, employees and payroll are restricted to the owner and the admin — a member who records expenses and income doesn't see that information.
Transferring ownership
If the company needs to change owner, the current owner can transfer ownership to another user, via the action available on the owner's row in the user list. From then on, the recipient takes on the owner role, with all of its powers.
Personal-finance access (mind the privacy)
In some cases — such as a trusted accountant — you may want a user to also access your personal finances, not just the company's. This special permission can only be granted by the owner, through an option in the invitation.
Since it involves personal data, when you enable it the system shows a privacy notice (LGPD) that you must acknowledge before confirming. The user with this permission is identified in the list with a personal access marker. Grant it only to those you fully trust, and review periodically who holds it.
Tip
Give each person the smallest role they need: viewer for those who only follow along, member for those who operate the finances, admin for those who also handle team and users. Reserve personal-finance access for truly necessary cases — it's the best way to keep the company's data safe.