Your team and their permissions
How to invite people to the account, which role and licence to give them, create your own roles and remove access.
In Team you see the account's people, with their role and licence, and the pending invitations.
Invite someone
Press Invite someone and choose:
- Role: Administrator (everything, including the account and the team), Accountant (invoicing, accounting and taxes), Billing (customers, suppliers and invoices), Approver or Read-only, or one of your own roles.
- Licence: Full, or Light (view only).
They'll get a link by email, valid for 7 days, to join the account, with access to all its companies. Until they accept you can revoke the invitation.
Change or remove access
On each person, Options lets you change their role or licence, or remove them from the account: they stop seeing the companies at once, and what they did stays in the audit log. Nobody changes their own access (each person can only leave the account), and the account always keeps at least one administrator.
Your own roles
System roles are the same in every account. In Roles, press New role to create one with just what each person needs: its name and what it allows, in the account and in each company. A role can only be deleted when nobody holds it and no pending invitation gives it.
Tasks the company reserves to its accounting firm are done by nobody else, even if their role allows it.
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