Invite your team and accountant

1. Open your picture at the top right and choose Team Members (or go to Settings › Team Members).
2. Choose Invite Team Member, enter their email and pick a role.
3. They get an email with a link to join. Until they accept, they're listed under Invitation Status.

Roles

• Owner: everything, including the plan and billing. Each company has one owner.
• Admin: manages the company, its team and its settings alongside the owner.
• Member: works in the books.
• Accountant: the same book access as a Member, without team, plan, billing or integration settings.

Owners and admins on the Pro and Enterprise plans can narrow what Member and Accountant can do in their company, or make custom roles. See Roles.

Seats

Each plan includes a number of seats: Starter has 1 user plus 1 accountant, Pro has 10 users plus 2 accountants, and Enterprise is unlimited.