Getting started

Inviting your team

How to invite teammates and assign roles.

Inviting your team

Go to Settings → Organization → Members → Invite. You can paste a comma-separated list of emails.

Roles

  • Owner — full control, billing, can delete the org.
  • Admin — everything except billing and deletion.
  • Member — full app access, no settings.
  • Viewer — read-only.

For finer control, use Module Roles to grant per-module admin (for example, only Finance leads admin Expenses).

Last updated May 12, 2026