How to Invite a Team Member

What this does

Sends an email invitation to a colleague. When they accept, they get access to your account with the role you assign.

When to use it

Use this when onboarding a bookkeeper, accountant, or team member who needs access.

Step by step

1. Go to Team in the top navigation
2. Enter the colleague's email address in the invite form
3. Apply a permission preset to set their starting permissions:
   • Admin — full access including delete, approve, and submit actions
   • Staff — create access for most features, no delete or approve
   • Viewer — read-only access across all areas
4. Fine-tune individual permissions using the permission matrix if needed
5. Click Send Invite
6. Your colleague receives an email with a link to accept and create their account
7. Their status shows as pending until they accept; once accepted it changes to active
8. To remove access, click Revoke next to their row