abacova — full course Lesson 10
Organizations and members
Keep your finances in separate organizations (personal, family, a project) and invite other people with the access level they need.
Chapters
Your organizations
Everything in abacova belongs to an organization. When you sign up you get one of your own, and that's where your money lives. An organization can also be shared: with a partner, a household or a small business.
The switcher
The organization switcher sits in the top bar. Everything on screen, whether accounts, transactions, budgets or reports, always belongs to the organization currently selected. Pick another one and you see its data instead.
Create an organization
How many organizations you can own depends on your plan, and the free plan is a single person in a single organization. A new ordinary organization starts empty. The first time you open it, a short setup guide takes you through the plan on the web, the currency for amounts, a first account, optional example transactions and a list of ready-made rules. You can leave at any step and pick it up later, on the web or on the phone.
Don't confuse this with the example organization, a ready-made one full of realistic data that appears in the switcher alongside your own. It's private to you, and you generate it from your organization's settings. It isn't available on the free plan, and it needs permission to create organizations.
Organizations and your plan
A paid plan covers every organization owned by the person who pays for it: the one it was bought from, the others they own and any they create later. A second organization created by a subscriber therefore starts on their plan, not on Free.
The plan's allowances are one allowance shared across those organizations, not a separate one each, so ten accounts means ten in total. How many people can join is counted per organization.
You manage the plan from the organization it was bought from. The others show that they're covered by your subscription, with a link to it and the shared usage.
Being made a co-owner of someone else's paid organization doesn't extend their plan to your own organizations.
Members
Invite someone
Sharing an organization means inviting a person into it. Open the members screen for the organization and send an invitation to their email address.
They receive an email in your language, with a link that joins them to the organization directly, whether or not they already have an account. You can resend an invitation, and abacova tells you in the app when someone accepts.
There's no read-only guest link or public share link, so anyone who needs access has to be invited. The members screen has no phone version: you can reach it from the app, but it opens in the browser.
Roles and permissions
What each person can do depends on their role. Some actions need a specific permission, such as creating organizations or managing alerts.
Only owners and admins can read the audit log, which keeps track of who changed what in the organization. When someone tries something their role doesn't allow, the log records it as Refused, with the reason. Importing an organization archive also needs an admin, who reviews the preview and confirms.