Users
Easily customize roles and permissions in Enlivy for clients, partners, accountants, and administrators, ensuring secure and efficient access with full audit trails for compliance.
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THE USER MANAGEMENT ADVANTAGE
Organized, Secure User Management
Built for Real Teams
Built for clarity, speed, and control, Enlivy helps you manage users, roles, and financial workflows without the usual chaos.
Whether you're a solo founder or a growing team, everything stays in sync, from the people you work with to the invoices you send.
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Centralized User Management
Manage all your contacts, clients, suppliers, and employees from one powerful dashboard, with full control over roles, access, and behavior.
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Role-Based Permissions
Choose what each person or entity can see and do, from invoicing to payroll to back-office access, with just a few clicks.
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Ready for Action
Every transaction is traceable, with full history and context. Make audits stress-free with clean, organized data.
Manage All Your Contacts in One Place
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Flexible Enough for Any Use Case
Create users for individuals or business entities, and assign them roles like Client, Employee, Contractor, or Partner.
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More Than Just a Contact List
Every user can be invoiced, included in payroll, linked to transactions, or given back-office access, depending on their role.
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Clear Visibility & Structure
Quickly filter, group, or tag users based on roles, departments, or relationship type, keeping your workspace tidy and scalable.
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Everyone You Work With, One Live List
In Enlivy a user is anyone with data in your organization: clients, contractors, team members, suppliers. Search the real directory by name or email; this is the actual app component, running live on demo data.
Works together with
- User Roles Give every user the right access with role-based permissions. Decide who can invoice, run payroll, or reach the back office, and adapt roles as your team grows.
- Billing Schedules Manage every recurring billing relationship in one place. Set up a subscription, retainer, or payment plan, link its invoices and receipts, and see exactly how much has been paid, what is pending, and where each relationship stands.
- Invoices Create a compliant invoice in seconds, send it, and watch it link itself to the contract, payment, and bank transaction it belongs to. EU e-invoicing is built in, so the work between issuing and getting paid happens in one place.
- Payslips Build a payslip template once with the fields your business needs, then generate payslips for every employee in minutes. Each one links to its contract, payment, and bank transaction, so the whole record stays connected and traceable.
- Receipts Receipts gives you a structured record of every payment, money in and money out: linked to your invoices and contracts, with your cashflow always up to date.
- Bank Transactions Bring every transaction into one place: synced from your bank, imported from a file, or entered by hand. Then tie each one to the invoice, receipt, or payslip it belongs to, so your records are always connected and reconciled.
- Contracts Draft contracts from templates, send them for signature with SMS or email identity verification, and track every signature and renewal. Signed copies are delivered automatically.
- Prospects Track every opportunity from first contact to paid invoice, with a complete activity history, automatic status-driven emails, and client collaboration built in.
- Reports Replace scattered updates in chat and email with structured reports your team fills in on schedule. You define the questions once with a reusable schema, the right people get the right report at the right time, and every answer lands in one place, ready to compare.
- Data Export Export your invoices, receipts, payslips, contracts, and transactions in the format and folder structure your accountant expects, for any date range. Built in, no extra cost, ready in seconds.
- MCP Connect Enlivy to Claude, ChatGPT, Cursor, or any AI assistant through MCP. Ask about your invoices, contracts, and pipeline, and get real work done, safely scoped to exactly what your own account can already do.