Managing Team Members and Permissions

Managing Your Team

Invite team members and control what they can access with role-based permissions.

Inviting Team Members

1. Go to Settings → Team Members
2. Click Invite Member
3. Enter their email address
4. Select their role
5. Send the invitation

Team Member Roles

• Owner - Full access to everything including billing
• Admin - Full access except billing and ownership
• Member - Create and edit invoices, clients, products
• Viewer - Read-only access to data

Role Permissions

Permission	Owner	Admin	Member	Viewer
View data	✓	✓	✓	✓
Create/edit invoices	✓	✓	✓
Manage clients	✓	✓	✓
Change settings	✓	✓
Manage team	✓	✓
Billing access	✓

Managing Existing Members

As an owner or admin:

• Change member roles
• Resend invitations
• Remove team members
• View activity logs

Pending Invitations

Track invitation status:

• See pending invitations
• Resend if needed
• Cancel invitations
• Invitations expire after 7 days

Best Practices

• Use the principle of least privilege
• Regularly review team access
• Remove access for departing team members immediately
• Enable 2FA for all team members