Can I give my accountant or team access to SlopDox?

1. Open People under Account in the menu.
2. Type their email address and choose View only or Editor.
3. Choose Send invitation. They get an email with a link that works for 14 days, only for that email address.
4. They sign in with that email and choose Accept. If they already use SlopDox, the invitation also appears at the top of their screen.

Places on each plan

Each plan up includes more websites and more people, so when you need both, moving up is the better buy.

Invited people pay nothing and don’t need a plan of their own. Someone who belongs to more than one account switches between them with Working in at the top of the menu.

Letting a client see only their own websites

On Pro Plus and above (and during the free trial), a view-only person can see all your websites or only the websites for one client. A client then sees their own websites — services, renewal dates, costs, findings and reports — but not your other websites, your other clients, your cards or the people in your account. Costs show as paid by the account owner.

1. Make sure their websites say who they’re for: Edit details at the top of each website, then Who is it for?.
2. On People, type their email and choose View only.
3. Under Which websites can they see?, choose Only the websites for one client and pick the client.
4. Choose Send invitation. The invitation tells them which websites they’ll see.

To change it later, use the choice next to their name on People. Making them an editor removes the limit, because editors see every website.

Hiding costs from a view-only person

On Pro Plus and above (and during the free trial), every view-only person has a Show costs tick-box, with or without a client limit. It’s ticked unless you untick it: leave it ticked for your accountant, and untick it for a client who shouldn’t see what you pay.

With costs hidden, they still see every service, provider, renewal date, auto-renew setting, trial and when it ends, warning and risk, compliance notice, the map and the handover steps. They see no money anywhere: no prices, no monthly or yearly totals, no savings, no spending report, and no amounts in the handover dossier, the Before-you-buy report or the ledger download. A note at the top of their pages says the account owner has hidden costs for them, and their invitation tells them before they accept.

1. On People, type their email and choose View only.
2. Untick Show costs.
3. Choose Send invitation.

Already invited? Use the Show costs tick-box next to their name on People; it saves straight away, and they’re labelled “costs hidden”. Making someone an editor shows them costs again, because you and your editors always see costs.