Your team and your accountant

Invite people, choose their role, and decide who may issue.

Every change to the team asks for your password.

1. Open Settings → Team and invite someone by email as Administrator, Issuer (can issue invoices) or Viewer (read only).
2. Send them the invitation link. It is shown once, works for 48 hours, and only for that email address.
3. They sign in (or sign up) with that address and accept.
4. As the owner, give them access to the live space, the practice space, or both. You can remove access at any time.

Accountants: ask each client to invite you as Administrator or Issuer. Once you work for more than one business, a business switcher appears in the sidebar.