Team invites & permissions

Add team members and control what they can see and do.

Invite a team member

1. Go to Team (or Settings → Team). 2. Click Invite team member. 3. Enter their email and select their role (see below). 4. They'll receive an email with an invite link (expires in 7 days). 5. Once they accept, they appear on your team.

Roles

Owner

Full access to everything: books, billing, team, settings, data export/erasure.
Can't revoke your own access; other owners can.
Use for: yourself, co-founders with full authority.

Admin

Full access to books: invoicing, costs, reconciliation, planning, compliance.
Access to team (add/remove members).
Cannot: change billing, cancel subscriptions, or alter security settings.
Use for: trusted accountants, bookkeepers, operations managers.

Member

Read-only or entity-scoped (see below).
Can view reports and comment on records.
Cannot: create, edit, or delete anything.
Use for: team members reviewing only (e.g., finance analysts, client advisors).

Entity-level access (accountants)

Run a practice with many clients? You can scope permissions to specific entities:

1. Invite a team member as Admin or Member. 2. Under Entity access, choose which clients they can see (e.g., "Alice can only see Client A & B"). 3. They'll only see those clients' books when they log in.

Use for: client managers who handle specific accounts, or junior accountants training on a subset.

Revoke access

1. Go to Team. 2. Find the member and click Remove. 3. They lose access immediately (if logged in, they're signed out on next refresh).

Security best practices

Keep your login secure: use passkeys or biometric login for security.
Limit admins: only give admin access to people who need to change settings.
Review team quarterly: remove access for people who've left.
Use entity scoping: if you run a practice, always scope member access to their clients only.

Invite link expiry

Sent an invite that wasn't accepted? Invites expire after 7 days. You can resend from the Team page.