The Members screen lets you invite colleagues to your accountant workspace, assign them a role, and manage their access to client portfolios.
The Members screen
Select Members from the left-hand menu to see everyone in your workspace. The list shows each member's name, email address, role, status, and the date they joined.
Inviting a team member
Click Invite to team in the top right corner.
Enter the email address of the person you'd like to invite. You can add multiple addresses at once.
Select a role from the Role dropdown and click Send Invite.
Owner: full administrative access
Admin: full administrative access except billing
Member: can view and edit all client portfolios
For a full breakdown of what each role can and cannot do, see our guide to team roles.
The invited person will appear in your Members list under an Invited section until they accept.
Revoking a pending invitation
If you need to cancel an invitation before it has been accepted:
Click the ··· menu on the right-hand side of the invited member's row.
Select Revoke invite... and confirm.
Changing a team member's role
Click the ··· menu on the right-hand side of the member's row.
Select Change role...
Choose a new role from the dropdown and click Change role.
Suspending a team member
Suspending a team member removes their access to the workspace and all client portfolios. They can be reinstated at any time.
Click the ··· menu on the right-hand side of the member's row.
Select Suspend user... and confirm.
To reinstate a suspended member, click the ··· menu on their row and select Unsuspend user.