Team Members
Invite your bookkeeper, accountant or partners and choose each person's role. Viewers can't change anything, including through the assistant.
Invite your accountant, bookkeeper or partners and choose what each can do. Each person gets a role per business: owner, admin, member or viewer.
An accountant with access can run a trial balance or general ledger whenever they need it, without asking you for exports.
Managing access
- Invite by email
Choose Invite member. They get an invitation and set up their own sign-in.
- Choose the role
Owner has full access, including billing and ownership transfer. Admin has full access except billing and can invite and remove members. Member can read and write accounting data but can't change settings or members. Viewer can see everything and change nothing.
- Pick a role for your accountant
Viewer is enough to run every report. Choose Member if they should post adjustments themselves.
Read-only everywhere
A viewer can't write through the app or through the assistant. The role applies on every route into the ledger, so an outside accountant on Viewer can explore your books without any way to change them.
Access per business
Roles are granted per business. A bookkeeper can work on one company without seeing your others, and someone who works across several is invited to each.
Good to know
- Every person uses a seat, accountants included. Plans include some users, and each extra user is a monthly charge. Pricing is by people and businesses, never by transaction volume.
- Changing your password or email, or turning off two-factor authentication, asks you to sign in again even if you already are.
- Removing someone ends their access immediately. Entries they posted stay attributed to them.