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👥 How to Manage Payee Users in Tone

In the music industry, artists are the heart of your business — and making sure the right people have access to royalty data is critical. In Tone, your Payees represent artists, side artists, producers, and other royalty participants, and the users you assign to each Payee determine who can view and manage that data.

Here’s how to manage Payee users in Tone — including how to invite team members, monitor activation status, and make changes over time.

🔍 Step 1: Open the Payees Section

Once you're logged into Tone, navigate to the Contracts & Catalog tool and select the Payees tab. This brings you to a spreadsheet view of all Payees currently in your system.

🧾 Spreadsheet Overview

In the spreadsheet view, you’ll find key details about each Payee and their associated users:

• Contact Email: Shows the first user linked to a Payee. If this field is blank, the Payee currently has no users assigned.
• Tone Users: Displays the total number of users associated with that Payee.
• Tone Status: Indicates where the Payee stands in their Tone journey:
  • Not Invited: The Payee has not yet received an invite.
  • Invited: An invite was sent, but they haven’t activated their account.
  • Activated: The user has claimed their Tone account and has access to their royalty dashboard.

Tone Tip! The Tone Status column helps you see which Payee users need to get invited to Tone. However, the timing of sending invites is entirely up to you! You might wait until your first royalty period is ready, or only invite Payees when there’s a statement to view.

🧑‍💼 Managing Users in the Detail Panel

To edit or review a Payee’s users, click Details on the corresponding row. This opens a dedicated panel where you can:

• See all users attached to that Payee
• Review their access levels