Guide
Invite your team or accountant
Give staff, your bookkeeper or your accountant their own login with the right access.
Updated October 26, 2026
Everyone who works in your books should have their own login. That keeps your password private and lets the audit trail show who did what.
Invite someone
- Go to Settings → Team.
- Click Invite someone, enter their email and choose a role.
- Click Send invitation. They get an email with a link to join.
If the invitation doesn't arrive, ask them to check their spam folder, or click Resend next to their name.
Which role to pick
| Role | What they can do |
|---|---|
| Owner | Everything. There's one owner per business. |
| Admin | Everything, including settings, team and billing. |
| Accountant | All bookkeeping, banking, payroll and reports. |
| Staff | Invoices, quotes, customers, bills and expenses. No payroll or settings. |
| Viewer | Can look at everything they have access to, but can't change anything. |
You can change someone's role or remove their access at any time from the same page.
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