Settings
Company details, VAT, team access and workspaces.
Team & access
Members below only see data belonging to Diams Solutions SA. Every other workspace stays isolated.
- DSDiams SarrYoudiams@diamssolutions.chOwner
- NWNora Webernora@diamssolutions.ch
- SKSofia Kellersofia@diamssolutions.ch
- LBLuc Baumannluc@diamssolutions.ch
- MPMarco Petitmarco@diamssolutions.ch
- FVFiduciaire VernierExternal · Fiduciaire Vernier Sàrlcontact@fiduciaire-vernier.ch
- HFHélène FavreExternal · Cabinet Favre & Associéshelene@cabinet-favre.ch
- CRCamille RochatInvitedcamille@lemanstudio.ch
Invite a member
Invite your fiduciary as Accountant for VAT filing and reports, or as Viewer for read-only access.
Fiduciary & external access
Invite your Treuhand with read-only access to selected modules, and an optional end date. External members never see other workspaces.
- Fiduciaire VernierFiduciaire Vernier Sàrl · contact@fiduciaire-vernier.chRead-onlyExpenses, Banking, VAT, Reports, Documents
- Hélène FavreCabinet Favre & Associés · helene@cabinet-favre.chRead-onlyAll modules
Access activity
Everything your team and your fiduciary did in this workspace.
- Reviewed the Q2 VAT worksheetVAT filing · Fiduciaire Vernier · 12 Aug 2026
- Requested “Q2 lease agreement — Rue du Rhône”Document requested · Fiduciaire Vernier · 11 Aug 2026
- Shared 3 documents with Fiduciaire VernierDocument shared · Diams Sarr · 06 Aug 2026
- Invited Fiduciaire Vernier Sàrl as Fiduciary (read-only) — Expenses, Banking, VAT, Reports, DocumentsAccess granted · Diams Sarr · 04 Jun 2023
Permissions by role
What each role can do inside a company workspace.
| Capability | Owner | Admin | Accountant | Bookkeeper | Viewer |
|---|---|---|---|---|---|
| Sales & customers | |||||
| View invoices | |||||
| Create & edit invoices | |||||
| Send invoices / mark paid | |||||
| Delete invoices | |||||
| Manage customers & suppliers | |||||
| Expenses & banking | |||||
| Record & edit expenses | |||||
| Delete expenses | |||||
| Reconcile bank transactions | |||||
| VAT & reporting | |||||
| View VAT workspace | |||||
| File VAT periods | |||||
| Export reports | |||||
| Administration | |||||
| Edit company & VAT settings | |||||
| Manage team members | |||||
| Create new workspaces | |||||
Owners hold 23 permissions; Viewers hold 8.