Settings, team & security
Inviting your team and user roles
Give your bookkeeper, accountant or staff their own sign-in with the right access.
Company admins invite people from Settings → Team. Each person gets one of these roles:
Roles
Primary admin — the owner; can do everything.
Company admin — everything, including users, company settings, billing and integrations.
Accountant — all accounting: transactions, chart of accounts, journal entries, reconciliation, bank linking, imports and sales tax. Can't manage users, settings or integrations.
Standard user — day-to-day work: invoices, payments, bills, expenses and the bank feed. No chart of accounts, journal entries, reconciliation or admin areas.
Reports only — can look at everything, can't change anything.