Users
Manage your team, clients, suppliers, and accountants in one place
Clients, suppliers, and colleagues share one list in Enlivy. Open anyone's record to see what they owe you or you owe them, their documents, reports, and proposals, as far as your role allows.
Add your first clientFree account, no card needed.
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.
Open anyone's record to see where you stand: what they owe you or you owe them, overdue invoices, their documents and reports, and their Helpdesk conversations. Each section appears only if your role can open it.
To keep a client up to date, email them a recap covering up to three months, sent from the mailbox you connect to Enlivy. It shows what happened week by week, their subscriptions, and what is waiting for them, exactly as their Customer Portal shows it.
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Centralized user management
Keep all your contacts, clients, suppliers, and employees in one list, each with a role that sets how they take part and what they can access.
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Role-based permissions
A role decides whether you can invoice someone, whether they can invoice you, and whether they are on payroll. For people who sign in to the back office, it also decides what they can see and do there.
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Ready for action
Every change to a user is recorded in its event trail, so audits start from clean records.
Manage all your contacts, each with their own role
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People and companies alike
Create users for individuals or business entities, and give them a role such as client, supplier, employee, or distribution partner, or one you create.
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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 and tag users, keeping your workspace tidy as it grows.
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See the sales relationship
When your role can view them, the Prospecting tab brings together proposals received, prospects matching the contact email, and prospects assigned to this user. Review the matches before treating them as the same person.
SALES CONTEXT
See the relationship behind a contact
The Prospecting tab can show proposals received, Prospects with a matching contact email and Prospects assigned to the user, according to your access. Review email matches before relying on them as identity.
TRY IT
Everyone you work with, one live list
A user record can represent a client, contractor, teammate or supplier. Search the example directory by name or email. This demo uses the actual app component with fictional data.
Works together with
- User Roles Give every user the right access with role-based permissions. Decide who can invoice, manage payroll records, or reach the back office, and adapt roles as your team grows.
- Billing Schedules Set up a subscription or payment plan and see what is paid and what is pending. For your clients, Enlivy issues each cycle's invoice on the billing date and charges a saved card, if there is one.
- Invoices Create an invoice, send it to your client, and connect the contract, receipt or bank transaction that belongs with it. For Romanian eFactura, use the configured ANAF connection.
- Payslips Your accountant works out the figures, and you record each amount in Enlivy on its own line, under your country's payroll code. Enlivy checks that the lines match the payslip's totals.
- Receipts Record money in and money out, keep the payment file with each receipt, and let Enlivy issue the receipt when you mark an invoice paid with one of the payment methods you set for automatic receipts.
- Bank Transactions Bring every transaction into Enlivy, synced from your bank, imported from a file or entered by hand, and link each one to the invoice, receipt or payslip it belongs to.
- Contracts Draft contracts from templates, send them for signature with an optional email or SMS code, and track every signature and renewal.
- Sales Pipeline See which opportunities are moving forward, review the conversation before you follow up and keep proposals close to the deal.
- Reports Replace chat and email updates with structured reports your team fills in. Define the questions and rhythm once in a schema, share it, and compare every submission in Enlivy.
- Data Export Choose the period and the record types, and download one archive for your accountant, with a summary spreadsheet for each type if you want one. Free on every plan.
- MCP Connect Claude, ChatGPT, Cursor, or another MCP-compatible assistant to work with your invoices, contracts, and pipeline, within your own permissions.