Team: invitations, roles and switching companies

Inviting a new person

Settings, "Team and roles" (visible to the Owner and Administrator). In the "Invite to the team" section, enter the "Email address", choose a "Role" and click "Invite". The link is valid for 7 days, and a new invitation to the same address invalidates the previous one. The Owner role cannot be granted by invitation, only by changing the role of an existing member (only the Owner can do this).

• When outgoing mail is configured, the invitation arrives by email. Otherwise the app shows a link to pass on manually, only once.
• Limits: a daily limit of 20 invitations per organisation and the plan's user limit (members and pending invitations both count).
• You can withdraw pending invitations ("Withdraw"). To get a new link, invite the same address again.
• For a person whose password you want to hand over personally (e.g. a client of the firm over the phone), create an account with a temporary password: on the same tab choose "Account with a temporary password". See the article on the temporary password.

Accepting an invitation

A person without an account chooses their own password (meeting the password requirements) and is signed in straight away, and their address is verified. A person with an existing account signs in and clicks "Accept invitation"; the account's address must match the invitation address.

Roles

• Owner: everything, including the plan and payments, AI autonomy policies and reopening accounting periods.
• Administrator: like the Owner, but without managing the plan, AI autonomy and reopening periods. Does not manage the Owner, Administrator or Accounting firm roles.
• Accountant: company data and finances (read and write); sales, catalogue and warehouse read-only.
• HR: HR and payroll (read and write).
• Sales: sales and catalogue (write), finances and warehouse read-only.
• Warehouse: warehouse and catalogue (write).
• Viewer: read access to finances, sales, warehouse and catalogue.
• Auditor: read access to all modules and the audit log.
• Accounting firm (expert): read access to everything, write access to company data and finances, and review of recommendations in the "For review" queue. Only this role has that last permission.
• Client of the firm: a simplified portal (uploading documents, chatting with the firm, approving proposals, viewing invoices and deadlines) without settings, HR, finances or user management. See the article on the firm's client portal.

Members and owner protection

The "Team members" table shows the role (drop-down list), the 2FA status and the join date; "Delete" removes the person from the company after confirmation, and earlier audit log entries remain. A company must have at least one Owner, so the only Owner cannot be demoted or removed.

Switching companies

The company switcher at the top of the app lets you change company within an organisation without reloading and, when you belong to several organisations (e.g. as an accounting firm), switch organisation. You add another company under Settings, "Company", in the "Another company" section; the number of companies depends on the plan. An accounting firm also has the "Firm dashboard" with an overview of all clients.