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Inviting with roles

Member list with a selection for inviting

The invite flow has a "Roles" step that shows which rights someone gets. Whoever you invite becomes a member of the organisation straight away.

Subscriptions through Moneybird

You take out your subscription through a Moneybird checkout and see your current subscription in the organisation settings, with a link through to the contact portal. Moneybird is a Dutch company, so the invoicing and the data that comes with it stay inside the EU.

Improvements
  • Logging out works across tabs; an expired session sends you to the login page instead of failing silently
  • Sysadmins can edit organisation details from the admin panel
  • New “Roles” step in the invite flow: see at a glance which rights someone gets
  • Creating an invitation adds the person as a member straight away, without a separate action
  • An “Invite immediately” toggle when adding members to an instrument or a legal entity
  • Organisation meta in page titles, which helps with browser tabs for several organisations at once
Fixes
  • Percentages below 1% were shown as 0.0% in the distribution bar
  • Deeds picked up the margins and the page footer of the annual statement, which broke the decorative border
  • Interest and repayment dates are calculated correctly again for the next term
  • Staging now uses the built assets instead of dev files
API
  • New endpoint: POST /organizations/{id}/invitations for organisation-scoped invitations
  • The response of the invitation endpoints now contains open_items, the outstanding actions for the invitee
  • The deprecated route for user investment update has been removed; use the new instrument endpoints