User Guide · Account
Team members
Invite your staff, choose which clients they see and what they may do.
Team mode is available on any paid plan (not on the free trial). You can have up to 10 team members, and they all use your firm's voucher credits.
Invite a member
- 1Open Team and click Invite.
- 2Enter their Email address.
- 3Under Clients they may work on, tick Full access to all clients (this includes clients you add later), or search and pick particular clients.
- 4Click Send Invite. They get an email with an Accept Invitation button. The link is valid for 48 hours; use Resend or Copy link if it lapses.
- 5They sign in or create an account with that same email address and accept.
What members may do
A new member starts with three permissions: View Dashboard, Upload Statements and Categorize. Change them in Roles & Permissions, or on the member's own page (then click Save access).
| Permission | Allows the member to |
|---|---|
| View Dashboard | See the Dashboard and Usage Credits |
| Create / Edit Clients | Add clients and change their details |
| Delete Clients | Delete clients |
| Upload Statements | Upload statements, registers and returns |
| Categorize | Assign ledgers, manage mappings and ledgers, and export data (including the audit trail) |
| Delete Transactions | Delete transactions and uploads |
| Send to Client | Ask clients questions and create upload links |
| Push to Tally | Push vouchers, pull ledgers and undo pushes |
- A member sees only the clients you assign. With no clients assigned, they see nothing.
- Members cannot buy plans or change their own access.
- Remove takes away a member's access at once. The work they did stays.
- If the person already had their own clients here, those are hidden while they are on your team and come back when they are removed.