The six roles
Nobody can give a role as high as their own, so only the owner makes admins. Nobody can change their own role.
| Role | Can |
|---|---|
| Owner | Everything, including closing the books and deleting the business. Whoever created it. |
| Admin | Run the business day to day: money, accounts, keys, the team and settings. |
| Approver | Record money and approve spend requests from others. |
| Member | Record money, within any limits you set. |
| Accountant | See everything, record income and expenses, import past records, reconcile and export. Cannot approve spending or move money between accounts. |
| Viewer | Read only. Ideal for investors and partners. |
Limits for one person
A role says what someone may do. Limits say how far. Any team member can be limited to some accounts, and to a maximum amount per transaction. A member limited to the Petty cash account with a maximum of 200 only sees that account, and anything above 200 is refused.
Inviting someone
The free beta allows ten people per business, counting invites not yet accepted.
- Open Team and choose Invite.
- Enter their email, pick a role and any limits.
- They get an email with a link. It works once, within seven days, and only for that email address, so a forwarded invite is useless to anyone else.
When someone leaves
Remove them on the Team page, or they can leave themselves. Their access ends on their next action, and the API keys and share links they made stop working, since they may have kept a copy.
The business always belongs to its owner
Records stay in the owner's account. A member's own account only holds a pointer to the business, so removing them takes nothing away from the books.