Getting Started 3 min read
How to Invite Team Members & Assign RBAC Roles
Control who has access to your financial data with fine-grained Role-Based Access Control (Owner, Admin, Accountant, Member, Viewer).
Before You Start (Prerequisites)
- Owner or Admin role in the target organization
- The email address of the collaborator you wish to invite
Step-by-Step Instructions
1
Navigate to Team Members
Open the left sidebar in your dashboard and click "Members" under the organization group.
2
Click Invite Member
Click the "+ Invite Member" button in the upper right corner.
3
Select Appropriate Role
Enter their email address and select their assigned role from the dropdown.
Choose "Accountant" for full GL, trial balance, and tax access without organization deletion rights. Choose "Member" for basic invoice and bill drafting.
4
Send Invitation
Click "Send Invitation". The invitee can immediately log in or create an account to access the organization.
Pro-Tips & Best Practices
- Grant the Accountant role to your external auditor or tax consultant to allow them to review Trial Balances without administrative risk.