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.

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 members, rename and remove them.

How to send an invitation

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” — in one tap Svodly generates a one-time invite link svodly.ru/invite/… and a code in the SVDLY3-… format. The “New” button next to it issues fresh ones in place of the current.
4. 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 acceptance (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. 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 set your name. If you only have the code, enter it by hand. 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 (if you opened the link, it's already filled in).
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

A book has two roles — the owner and members:

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:

1. In the access section find the member and choose “Remove” (on a computer — in the “⋯” menu next to the member).
2. 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 — 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.

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.