Team & billing · Written tutorial · 3 min read

Account access and your team

Understand invitations, company access and the roles available to your team.

Updated October 9, 2026 · Based on the current Ovrendi workflow

Join the right company

Open the private invitation link supplied by your administrator. Use the invited email address. Follow the acceptance page to create your password or authenticate an existing identity. Never share your password or invitation link publicly.

Roles and modules

Module access is set per company. Owners and admins manage company settings; Quoting is available to owners, admins and managers. Operator and viewer access does not include the quoting editor. A missing module may indicate that it is not included in your company’s trial or plan.

Request a change

Ask your company administrator or Ovrendi contact to correct your name, role or company access. Ovrendi’s internal CRM is restricted to approved Ovrendi staff. Removing access from one company does not delete the person’s global login.

Password resets

An approved administrator can send a password-reset email to the email stored on your login. Follow the secure email link to choose your own password. If you did not request a reset, ignore it. Check junk mail and ask the administrator to inspect the delivery result if needed.

Appearance and navigation

Use the sidebar to open enabled modules, Settings, Getting started and Education. Light and Dark switch appearance. On a phone, use the menu button; on desktop, collapse the sidebar to make more room.