
Roles
| Role | Permissions |
|---|---|
| Owner | Full access. Can manage team members, invite users, and perform all actions. |
| Member | Can view accounts, transactions, and other data. Cannot manage team settings. |
Inviting a team member
Only owners can invite new team members.
- Go to Settings > Users
- Select Invite user
- Enter the person’s email address
- They’ll receive an email with a link to join your organization