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Contributor Roles — Owner, Contributor, and Viewer

Managing India finances is rarely a solo job — a spouse, a sibling, or a trusted agent in India often needs to see or log transactions too. Rokada supports three roles per project.

The three roles​

  • Owner — full control. Only the person who created the project is the Owner. Owners can invite and remove members, change project settings, and delete data.
  • Contributor — can add and edit transactions and import statements on the project they're added to. Contributors cannot change project settings, invite other members, or delete the project.
  • Viewer — read-only. Can see all transactions and reconciliation data on the project but can't make any changes.

A member only sees the specific project(s) they've been added to — not your full portfolio.

Inviting someone​

From a project's Settings → Members panel:

  1. Click Invite.
  2. Enter their email address and choose a role — Contributor or Viewer.
  3. Click Send invite. The invite shows up under Pending invites until they accept.
  4. You can cancel a pending invite at any time from the same panel.

During the pilot: invite delivery isn't fully wired up yet, so the invitee won't automatically get an email. After creating the invite in-app, also email hello@rokada.app with the project name, their email, and the role, and we'll make sure they get access.

See also​