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 |
| Accountant | View-only, plus reports and CSV export. Costs no seat — see below |
The Accountant Role
An accountant is not a viewer with extras — it is a role for somebody outside your business whose job is to take the year away and work on it. So it adds exactly the two things a viewer has no use for, reports and CSV export, and nothing else. No create, no edit, no delete, no manage, on either plan.
Party statements are included, because “what did this customer owe over the year” is a question an accountant asks constantly and a statement answers it without handing over anything they could change.
An accountant seat is free. It does not count against your plan’s seats, on Free or Pro, and a pending invitation to one reserves nothing — inviting your accountant will never block the hire you needed the seat for.
Someone who is an accountant in one business and a manager in another is staff, and does consume a seat.
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