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.

Svodly.ru

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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.

Computer: “Family access” → “Members · 2” and “Who added what · October” → “Create an invitation”: a QR and an SVDLY3-… code, valid for 24 hours → “New” revokes the previous code → the Telegram and MAX buttons → an email to the member’s address → “Copy the link”.

Phone: “···” → “Family access” → members (the owner sees “Remove” in a member’s row) → “Invite” → “Invitation created”: a QR and the code → “Copy code” → “New” → “Share link” — the system share sheet with a ready message.

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.

On desktop and in the web version the item sits at the bottom of the left menu, next to “Sync”, and the “?” icon next to the section title leads to this page. On the phone it lives in the “⋯” menu in the top-right corner of the screen.

If you are the book's owner, this is where you invite and remove members. Everyone can change their own name in the book here.

How to send an invitation

Connect the Svodly Cloud in Sync, if it isn't connected yet.
Open the book you want to share and go to “Family access” (or “Shared access” in a business book).
Tap “Create invitation” — in one tap Svodly generates a one-time invite link svodly.ru/invite/… and a code in the SVDLY3-… format. The link and the code are valid for 24 hours. The “New” button next to them issues fresh ones and revokes the previous ones right away: the old code no longer lets anyone into the book — that is how you close a code sent to the wrong person.
Send the invitation over any convenient channel: the Telegram / MAX buttons, the QR code (scannable with an ordinary phone camera), an email invitation from noreply@svodly.ru right from the panel, and on the phone — the system “Share” too. Or “Copy link”: a ready-made message with the link and the code lands in the clipboard. All channels work on desktop, in the web version and on the phone. The invitation is single-use.

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 a computer and on the web on acceptance, on the phone later, in the book’s access section (see “Accept an invitation” below), and the role is the same for everyone invited — a member with full editing rights.

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.

Invitation channels

The same invitation can be handed over whichever way suits you and the member — every channel points to one single-use link with the code already baked in:

The invite link svodly.ru/invite/… — “Copy link” puts a message with the link and the code into the clipboard.
Telegram and MAX — the buttons open the messenger with a ready-made text.
The QR code — the member points an ordinary phone camera at it.
An email invitation — Svodly sends it from noreply@svodly.ru.
The system “Share” (on the phone) — any app from the share sheet.

The recipient opens the link — and the app (or the web version) fills in the code automatically, even if the app was closed or has just been installed: “Accept an invitation” opens with the code already entered. If the app isn't installed yet, the link leads to a landing page on svodly.ru with instructions on how to start.

Accept an invitation

The easiest way is to open the link you were sent: the code fills in by itself, and all that's left is to sign in — and, on a computer and on the web, to set your name. If you only have the code, enter it by hand. On the invited person's device:

Sign in to the Svodly Cloud with your account (or sign up if you don't have one yet — see “Svodly Cloud account”).
Open Books → + New book → Accept an invitation → Next. A shortcut is the “I have a code” item under the list of books; on the phone it leads straight to the “Accept invitation” screen.
Paste the code (if you opened the link, it's already filled in).
Enter your name in this book — this is how members will see you. The phone has no name step: you first appear in the book as the part of your email before “@” and set the name later in “Family access” (see “Your name in the book” below).
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.

The member’s computer: “Books” → “New book” → “Accept an invitation” → “Next” → the code → “How others will see you”: “Pavel” → “Join” → the shared book loads and opens: the owner’s records in “Transactions”.

The member’s phone: the invitation link opens “Accept invitation” with the code already filled in — the book, who invites, what you will see → “Accept invitation” → the shared book’s Summary.

Your name in the book

You have your own name in every book — say, “Dad” in the family book and your full name in the business book. It is the same on all your devices, every member of the book sees it, and it doesn't change in your other books. Until you set a name in a book, the part of your email before “@” is shown.

Open the book's “Family access” or “Shared access”.
In your own row of the members list choose “Rename”: on desktop and in the web version it's in the “⋯” menu, on the phone it's the pencil button.
Enter the name and save.

You can only rename yourself: every member, the owner included, sets their own name.

Desktop and web: the “⋯” menu in your own row of the members list → “Rename” → the new name right in the row → “Apply”. The name changes in this book only.

Phone: the pencil in your own row → “Your name in this book” → the new name → “Save”.

Member roles

A book has two roles — the owner and members:

Role	What they can do
Owner	Everything: keep the books, manage members (invite, remove), delete the book. A book has one owner — the person who created it.
Member	Full bookkeeping: create, change and delete transactions, accounts, categories. Can't manage members or delete the book.

The role is assigned automatically: everyone who accepts an invitation becomes a member with full editing rights. There is no separate view-only role, and you can't change a member's role or transfer ownership to another member.

Remove a member

The owner can remove any member:

In the access section find the member and choose “Remove” (on a computer — in the “⋯” menu next to the member).
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 stops syncing right after the cloud's first refusal and shows an “Access removed” notice (on a computer and on the web — on the “Sync” screen, on the phone — on the “Summary”). It offers a choice: “Keep the copy” — the book stays on the device without sync, which is also what happens if you press nothing — or “Delete the copy”. The same notice appears if you left the book yourself on another device. If the owner invites you again and the new code is accepted, the book returns to sync without restarting the app — even a deleted copy, and even if the code was accepted on another device.

Computer, both sides: the owner — “Family access” → “⋯” in the member’s row → “Remove” → the “Remove member” window → “Remove”, the row disappears. The member — “Sync”: the shared book has no cloud access and shows the “Access removed” notice → “Keep the copy”.

The removed member’s phone: the owner removed them from a computer → after a sync the Summary shows the “Access removed” notice → “Keep the copy” — the book stays on the phone without sync.

You can leave a book yourself with the “Leave book” item of the book's “⋯” menu on the “Sync” screen, in the “What we sync” list (on a computer and on the web). The owner can't leave the book — if the book is no longer needed, they delete it 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.

The author of a transaction is whoever added it, and every member sees the same signature:

a member signs their own transactions from the very first sign-in — on any of their devices, even before they open the access section;
editing, deleting and bulk actions by another member do not change the author;
transactions recorded before any members appeared — including before the cloud was connected — are attributed to the owner.

The “Who added what” block in the access section shows how many transactions each person added in the month. And a personal book that you open on two of your own devices stays personal: only a second person makes it shared.

The owner’s computer: a member added “Taxi · InDriver” for 450 ₽ from their phone — the row arrives in “Transactions” by itself, signed “Pavel” → “Family access” → “Who added what · October”: the member has −450 ₽ and one transaction.

On the phone the “Who added what” block is shown on a tablet; on a phone screen the number of transactions in the month is in each member’s row of “Family access”.

Мобильный

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.