Invite team members and assign roles

Invite team members so they can help with daily work or reporting.

1. Open Settings > Team and click Invite.
2. Enter the email address and choose a role.
3. Owner: full access, Accountant: reports and journals, Staff: day to day, View only: read only.
4. Monitor seat usage in Settings > Billing.
5. Remove access when someone leaves the team.

Use the least access needed for each team member.