Invite your team and your accountant
Invite people to one company at a time, as an owner, admin or member. Your accountant can look after one company without seeing the others.
Roles
| Role | What they can do |
|---|---|
| Owner | Full control, including deleting the company |
| Admin | Change settings and features, invite or remove people, manage connections and posting |
| Member | Use the books and features, but not change settings |
Caution: A read-only or accountant role isn't there yet: a member can post entries. Give people the role they need.
Invite someone
Where in the app: Settings → Team members
- 1
Enter their email and choose a role
They get an email invitation to this company only.
- 2
They accept
With a new account, or the one they already have. They then see this company in their switcher.
Every change anyone makes is recorded in the company's audit log: who, what and when.
Read next
Name, country, main currency, time zone and financial year, then switch on the parts the business needs. Each company you run is completely separate, with its own books, team and connections.
Read the guideCompany profile, registration numbers, people and documents
Everything about the company in one place: its details, registration numbers and licences, the people and owners, and a vault for its documents with expiry dates.
Read the guide