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