Team members and roles
Invite staff and your accountant, and what each role can do.
The free plan is for the owner only. The paid plan, $39 a month, includes 5 users.
Roles
- Owner. Everything, including billing, team, settings, deleting records and Export everything.
- Staff. Day-to-day work: create invoices, customers and expenses, and import bank lines.
- Accountant. Read-only. Can see your records and reports, but can't change anything.
Invite someone
- Open the gear menu, then Team.
- Enter their email and pick a role.
- They get an email with a link to join. Invitations you haven't had a reply to are listed, and you can cancel them.
Only the owner can invite or remove people.
Bookkeepers on any plan
If you work with a bookkeeper or accountant, they can connect to your business from their own free bookkeeper workspace, on any plan. Ask them for their connect code and enter it under Bookkeeper access on the Team page. Their firm doesn't use any of your user seats, and you can disconnect them at any time.