Invite people and choose what they can do
Bring your team into your books, give each person a role, change it later, and hand over ownership if you need to.
- Invite
- Pick a role
- They join
Everyone who signs in to your business has a role, and the role decides which screens they see. Your accountant or bookkeeper joins separately, as an adviser.
How do I invite someone?
- Open SettingsPeople and choose Invite someone.
- Enter Their email.
- Under What they can do, pick a role.
- Choose Send invitation. They get an email with a link to join.
Which role should I pick?
- Admin: everything, including people and settings.
- Standard: day-to-day books, like sales, bills, bank and BAS prep.
- Invoice only: raise and send invoices.
- Read only: view the books and reports.
- Payroll admin: payroll only.
- Tax & documents: returns and documents from your accountant, with no books.
Not sure? Start with less. You can change someone's role at any time from the list.
How do I remove someone or cancel an invite?
Open the menu beside their name and choose Remove from business. They lose access straight away, and nothing they did is undone. Invites not yet accepted are under Waiting to join, with Cancel invite.
How do I hand over ownership?
Only the owner can. Open the menu beside the new owner and choose Make owner, then Transfer ownership. You become an admin.
How many people can I invite?
1 on the Free plan and 10 on the Pro plan.
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