Invite a team member

Add colleagues and give each one the right level of access.

Written By Alex

Last updated About 2 hours ago

Bring colleagues into your workspace from the Team page. Each person gets an email with a link to accept, and a role that decides what they can do.

Steps

  1. Open Settings > People and choose Invite.
  2. Enter their email address.
  3. Pick a role.
  4. Send the invitation.

The roles

RoleWhat they can do
OwnerEverything, including billing and workspace settings.
AdminFull day to day access and can manage the team. No billing.
FinanceFull access to invoices and reconciliation. Cannot manage people or billing.
LimitedOnly their own or assigned invoices. Can upload documents.
External accountantRead only.

Give people the least access they need. Only Owners handle billing, and only Owners and Admins can invite others.

Troubleshooting

  • The invitation never arrived. Ask them to check spam, and confirm the address is right.
  • Wrong role. Change it from the people list. It takes effect immediately.
  • Adding an accountant. Use the External accountant role, which is read only and does not use a seat.
  • You have hit the limit. Your plan caps team members. External accountants do not count.