# Inviting and Managing Viewers on Your Dashboard

## The Viewer role allows teammates, auditors, or executives to monitor your treasury without participating in transaction signing. This guide covers: How to invite viewers, how to resend an expired invite and how to manage viewer access

#### **Inviting a Viewer**

1. Log in to the Casa Dashboard.
2. Navigate to **User Management**.
3. Click **Invite Viewer**.
4. Enter the viewer’s email address.
5. Select which **vault dashboards** they can access.
6. (Optional) Enable **Allow CSV download**.
7. Click **Send Invite**.

The viewer receives an email with a link to set up their Casa account and accept the invitation.

Invite links expire after **10 days**, but can be resent at any time.

#### **Resending an Invitation (Expired After 10 Days)**

If the viewer does not accept the invite within 10 days:

1. Go to **User Management**.
2. Locate the viewer with **Pending** status.
3. Click **Resend Invite**.

This sends a fresh access link, valid for another 10 days. The previous old link will no longer work.

#### **Managing Viewer Access**

As the Primary Account Owner, you can update any viewer at any time:

### **Adjust Vault Access**

1. Go to **User Management**.
2. Click **Manage** beside the user.
3. Enable or disable specific vault visibility through **View Permissions**.

### **Remove Viewer Access**

1. Select **Manage** next to the viewer.
2. Click **Remove Access**.

### **Need Help?**

Email **help@team.casa** for assistance with permissions or viewer access issues.