Shared access

Any book — both personal and business — can be used by several people at once: a husband and wife, parents and grown-up children, a sole trader and an accountant, project partners. Everyone has their own account and their own device, but a single shared history of transactions, accounts and categories.

Shared access works only through the Svodly Cloud: member rights are stored on the server. While the cloud isn't connected, the access section shows a “Connect Svodly Cloud” banner with a link to Sync. The bookkeeping in the book itself doesn't depend on the cloud.

Where to find it

The member-management section is available for any book — you don't need to create a special book:

• in a personal book — the “Family access” item;
• in a business book — the “Shared access” item.

If you are the book's owner, this is where you invite members, change roles and transfer ownership.

Invite a member

1. Connect the Svodly Cloud in Sync, if it isn't connected yet.
2. Open the book you want to share and go to “Family access” (or “Shared access” in a business book).
3. Tap “Create invitation” — Svodly immediately generates a single-line code in the SVDLY3-… format (about 50 characters). The “New” button next to it issues a fresh code in place of the current one.
4. Pass the code or the link to the member through any convenient channel: a message, a messenger, e-mail. The code is single-use and valid for 24 hours.

You don't need to enter the member's name and role separately when creating the code: the name in the members list is set by the invited person on acceptance (see “Accept an invitation” below), and the owner changes the role if needed after they join — see “Change a member's role”.

The code is single-use — once someone has used it, it can't be used again. Create separate codes for each member, don't forward one code to several people.

Accept an invitation

On the invited person's device:

1. Sign in to the Svodly Cloud with your account (or sign up if you don't have one yet — see “Svodly Cloud account”).
2. Open Books → + New book → Accept invitation.
3. Paste the code you were sent.
4. Enter your name — as it will appear in the members list.
5. Confirm.

After acceptance the shared book appears in the invited person's list of books, and they'll automatically start seeing the shared history of transactions.

Member roles

Change a member's role

Open the access section, tap on a member, pick a new role. It applies right away — on the member's device the new restrictions are picked up within a few seconds.

Transfer ownership

If the book's main keeper changes — the owner transfers the rights to another member.

1. In the access section tap on the member you need.
2. Choose “Make owner”.
3. Confirm. The old owner becomes an editor.

The ownership transfer happens without loss of data or history; for the other members the switch is invisible.

Remove a member

The owner can remove any member:

1. In the access section tap on the member.
2. Choose “Remove from book”.
3. Confirm.

The removed member loses access. The transactions they entered stay in the book — they're marked with their name for history. On the removed member's device the book disappears from the list at the next sync.

You can remove yourself from a book via Leave book in its settings. The owner can't leave the book — you first need to transfer ownership or delete the book entirely.

Who sees what

All members see the same thing: the same transactions, accounts and categories — that's the point of shared access. Each transaction inside the book records who entered it — handy for “who paid for dinner at the café” cases.

Members' other books (their personal or other business books) are not visible to one another — each shared book stays a separate space with strictly drawn boundaries.

Where to go next

• Svodly Cloud account — needed by every member.
• Books — how to switch between books and what kinds there are.
• Sync — the shared book syncs between all members.