Accounts & Sharing
Every asset, component, and service log you create belongs to an account — your personal space, or a shared account you collaborate on with others (a household, a workshop, a club). This page covers how accounts work, how to invite people, what each role can do, and how to manage membership.
Personal vs. shared accounts
When you sign in for the first time, Modutrack creates a personal account for you automatically — there's nothing to set up. You're its only member, and your data stays private to it, exactly as before.
A shared account is simply an account with more than one member. You don't create one directly — it comes into being the moment someone accepts an invitation to collaborate (see below). From that point on, everyone in it sees the same assets, components, and history.
An account switcher in the app's navigation always shows the account you're currently working in. Once you belong to more than one account, open it to switch which account's data you're viewing — everything you see and do applies to whichever account is currently active.
Inviting members
Owners and admins can invite people to a shared account from Settings → Members & Invitations:
- Open Settings and choose Invite member.
- Enter the person's email address and pick the role you want them to have (see Roles & permissions below).
- Modutrack generates a one-time invite link. Copy it and send it to the person you're inviting.
- The invite stays pending for 7 days. You can see its status, and revoke it at any time, from the pending invites list.
When the recipient opens the link, they'll be asked to sign in (if they haven't already) with the same email address the invite was sent to — this keeps invite links safe to share, since they only work for the person they were intended for. Once accepted, the account becomes a shared account (if it wasn't already), and the new member appears in the members list with the role you chose.
Roles & permissions
Every member has a role that determines what they can do. Roles range from read-only to full control:
| Role | Can do |
|---|---|
| Viewer | View assets, components, service logs, and the members list. Can't make changes. |
| Editor | Everything a Viewer can, plus create, edit, and delete assets, components, service logs, and maintenance schedules. |
| Admin | Everything an Editor can, plus invite and manage members (change roles, remove people) and manage account settings. |
| Owner | Everything an Admin can, plus transfer ownership of the account. There is always exactly one owner. |
Roles apply to the whole account — there's no per-asset permission yet. If you only want to share specific items with someone, keep that in mind when choosing who to invite.
Managing membership
From Settings → Members & Invitations, owners and admins can adjust who's in the account and what they can do:
- Change a member's role — pick a new role from the dropdown next to their name. (The owner's role can't be changed this way — see Transferring ownership below.)
- Remove a member — use the remove button next to their name and confirm. They'll immediately lose access to the account's data and return to their own personal account.
Members can also manage their own membership:
- Leave a shared account — any member other than the owner can leave at any time from the Account card in Settings. You'll be switched back to your personal account automatically. (The owner must transfer ownership first — see below.)
Transferring ownership
Every shared account has exactly one owner. If you're the owner and want to hand control to someone else — for example, you're stepping back from a household or club — open the Account card in Settings, choose Transfer ownership, and pick the member who should take over. The transfer happens immediately: they become the owner, and you become an admin. This is the only way to change who owns the account, and the only way for an owner to leave.
Deleting a shared account
If a shared account has run its course, the owner can delete it from the Account card in Settings. Deletion is confirmed by typing the account's name — this removes the account and its data from view for every member at once, revokes any pending invites, and switches everyone back to their personal accounts the next time they load the app. Members keep their own personal accounts and data; only the shared workspace goes away.
Personal accounts can't be shared, left, transferred, or deleted. Since you're always the sole member of your personal account, these controls simply don't appear there — there's no one else to involve.
Related
- Getting Started — signing in and adding your first asset
- Dashboard, Cost Analytics & Notifications — where invite notifications appear