Invite your team and accountant

Invite someone

1. Go to Settings → Users.
2. Choose Invite, enter their email and pick a role.
3. They get an email with a link to join your company.

Roles

• Owner — full access, including billing and deleting the company.
• Admin — everything except plan and billing.
• Accountant — full access to Books, VAT and reports. Can lock periods.
• Sales — quotes, invoices and customers. Can't see bank or expenses.
• Submitter — can upload bills and receipts and see their own expense claims.

See Users and roles for the full permission table.