The Management section helps you organize your Limited account efficiently — whether it’s adding new team members, creating departments, assigning roles, or managing multiple organizations. Everything can be done right from your dashboard at web.limitedapp.com.

Adding a Team Member

To add someone to your team:

1. Go to Management → Team Members.
2. Click Invite Member.
3. Fill in the required information, including the member’s name, phone number, email, job title, and department (if applicable).
4. Click Send Invitation.

Once the invitation is accepted, the new member will appear under your team list.

Removing a Team Member

If you need to remove someone from your team:

1. Go to Management → Team Members.
2. Select the member you wish to remove.
3. In their profile view, you’ll see options to edit their details or delete their access.
4. Click Delete and confirm your choice.

The member will be removed from your organization immediately.

Understanding the Different Roles and Their Privileges

Every team member has a role that defines what they can do in the app. You can view all roles and permissions under Management → Roles and Permissions, where a full permission matrix is displayed.

Here’s a quick overview:

• Owner — Has full access to everything, including organization settings.
• Admin — Same as Owner, except cannot manage organization settings.
• Accountant — Can view financial data and transactions, and export data, but cannot manage team members, departments, cards, or organization settings.
• Employee — Can make transfers and view transactions, and the cards assigned to them. Cannot manage other users, view financial data, or handle other members cards or settings.

These roles help keep your organization structured and secure.

Creating and Managing Departments

To create a new department:

1. Go to Management → Departments.
2. Click Create Department.
3. Fill in the name and description.
4. Click Create Department again to confirm.

After creating a department, you can invite team members and assign them to it.

To remove a team member from a department:

• Go to Management → Departments, select the department, then open Team Members.
• Choose the person you want to remove and confirm.
• Under their profile, locate Departments
• Add or remove them from the departments of your choice.

To delete a department entirely, select it, click Delete, and confirm the action. (Departments can only be deleted if they have no members)

Managing Invitations

All team invitations can be managed under Management → Invitations.

To resend an invitation:

1. Find the invitation you sent.
2. Click the three dots next to it.
3. Select Resend.

To cancel an invitation:

1. Open the same menu under Invitations.
2. Select Cancel Invitation.

This helps you keep your pending invites organized and up to date.

Adding a New Organization

You can manage multiple organizations under your account.

To create a new one:

1. Go to Management and click Add Org at the top right.
2. Choose between Personal or Business.
   • If you already have a personal organization, you can only add a Business one.
3. Fill in the required details.
4. Click Create and Continue.

Your new organization will then appear in your list of active organizations.

Switching Between Organizations

To switch from one organization to another:

• Click your organization name at the top right of the web app.
• Select the organization you want to switch to.

Alternatively:

1. Go to Management.
2. Click Switch Org.
3. Select the organization you want to access.

You’ll be switched instantly and can start managing that organization right away.

With the Management tools in Limited, you’re always in control — from adding people and creating departments to managing multiple organizations smoothly. Everything you need to organize your account like a pro is right at your fingertips!