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 Settings → Team
2. Click Invite Member
3. Enter their email address
4. Select a Role — Admin, Accountant, or Member
5. Click Send Invite
6. They'll receive an email with a link to create their account