Everyone signs in with their own credentials. Roles decide what each person can do.
- Owner and Admin can manage the team: invite people, change roles and remove access.
- Members can work with the account within the rights they were given.
- Viewers can see information but cannot change it.
- Open Team and choose to invite someone.
- Enter their email address and choose their role.
- They receive an invitation by email. If they have no account they create their credentials from the invitation, and they join your business instead of creating a new one.
You can change a role or remove someone at any time. Payments that need a second approver are held until an authorised person releases them.