Getting started
Invite your team and choose what they can do
Add your bookkeeper, accountant or staff, each with the access they need.
In Settings › Team, owners and admins can invite people by email. They get a link that works for 7 days, and can join with a new account, an existing one, or Google or Apple, as long as it's the email address you invited.
Roles
- Owner: everything, including billing. Each business has one owner, who can hand ownership to someone else.
- Admin: everything except billing, including inviting people and business settings.
- Accountant: the books, reports, chart of accounts and bank connections, but not team or business settings.
- Standard: day-to-day work (invoices, bills, sorting transactions) without reports or settings.
You can change someone's role or remove them at any time; the change takes effect straight away. People can belong to several businesses and switch between them from the top bar.