Team Members
Invite team members to collaborate on your business. Each member gets a role that controls what they can see and do.
Team invitations require a Pro plan.
Roles
| Role | Permissions |
|---|---|
| Owner | Full access — manage business, members, settings, billing |
| Manager | Create, edit, delete transactions and records; view reports and activity |
| Cashier | Create and edit transactions; limited access to other features |
| Viewer | View-only access to transactions and records |
Inviting a Member
- Navigate to Members in the sidebar (or manage from the organization page)
- Click Invite Member
- Enter the member’s email address (Gmail only currently)
- Select a role
- Click Send Invite
The invitee receives an email notification. They can accept by signing in with the invited email address.
Managing Members
From the members page, you can:
- View all current members and their roles
- See pending invitations
- Remove members (owner only)
- Cancel pending invitations
Seat Limits
Your organization’s plan determines how many seats are available:
- Free: 1 seat (owner only)
- Pro: 2 included seats (owner + 1), additional seats at $5/seat/month
When all seats are used, you’ll need to purchase additional seats before inviting more members.
Related
- Organizations — Manage your organization and team
- Plans & Billing — Seat pricing and limits