Add or update a system user
Last updated 13 October 2026
System users are the people at your firm who sign in to Money Alive Office to look after clients. Your plan sets how many you can have at once.
To manage them you need Super powers (see below).
The System users page
Press your firm's name at the bottom of the left-hand menu and choose System users.
- Seats: how many of your plan's system users you're using.
- Show archived: include people you've archived.
- New: add someone.
- The three-dot menu: change or archive a system user.
Add a system user
Press New.
Fill in their details (1). Tick Super powers (2) if they should be able to change settings and manage other system users. Tick Restricted (3) if they should only see their own clients.
Press Create (4).
You'll see an email you can copy and a direct invite link. We don't send the invite for you, so paste one into your own email and send it to them.
They open the link, set a password and confirm their email address. Then they can sign in.
If the email address belongs to someone you've archived, you're offered the choice to unarchive them instead.
Change, archive or resend
Open the three-dot menu next to the person:
- Status: switch them off so they can't sign in, or back on.
- Edit: change their details, Super powers or Restricted.
- Archive: sign them out and stop them signing in. This frees up their seat. Archived people are hidden unless Show archived is on, and you can unarchive them from the same menu.
For someone who hasn't accepted their invite yet, the menu also has Invite links, to copy their invite again.
When all your seats are used
The New button is hidden and a message explains your options: archive someone you no longer need, or email us at support@moneyalive.co.uk to add more. You can only unarchive someone when a seat is free.
