Invite members & roles

Bring teammates and your accountant into a business workspace, with permissions scoped to their role.

Invite someone

1. Go to Settings → Members → Invite.
2. Enter their email and choose a role.
3. They'll receive an invitation to accept and join the workspace.

Roles

• Owner — full control, including billing and deleting the workspace.
• Admin — manage settings, members and data.
• Accountant — access to books, reports and journal entries.
• Member — day-to-day access scoped to what they need.

Role-based access control keeps sensitive actions (like period close or payments) limited to the right people.