What this guide covers
The Members tab (Owner/Admin only) is where internal users join your business and receive their access levels.
Inviting a team member
- Open Settings → Members
- Send an invitation to the person's email
- Assign one or more roles (Owner, Admin, custom roles)
- Optionally restrict business profiles the member can access
Invited users complete signup through the invitation email flow.
Member status and roles
Each membership shows:
- Display name and email
- Status (active, invited, deactivated)
- Assigned roles that control permission keys across the app
- Business profile access when using multi-profile mode
Accounting profile assignment
When accounting scope is per profile, members may need profile access to view or edit scoped expense categories, tax rates, and bills for that entity.
Deactivating members
Deactivated members lose access but remain in history for audit and attribution on past records. Prefer deactivation over deletion when someone leaves the company.