Team & Roles

Run your books as a team. Invite colleagues to a company and decide what each person can access.

Invite a team member

Open team settings

Go to your company’s Team / Members settings.

Send an invitation

Enter the person’s email and choose their role. They’ll receive an invitation to join.

They accept and join

Once they accept, they can sign in and start working in that company.

Roles

Roles control what a member can do — for example a full Admin versus a member with limited access. Assign the role that fits each person’s responsibilities.

Members are per company. Someone invited to one company doesn’t automatically get access to your other companies — invite them to each company they should work in.

Removing a member

If someone leaves or no longer needs access, remove them from the company’s team. Their access ends immediately.

→ Next: Security