Team invitations let coworkers access the same organization with controlled permissions. Only owners and admins can send invitations — see understanding navigation and permissions for role differences.
Open the Team page
- Select Team under Administration in the left navigation.
- You can also open it from your profile menu if you are an admin or owner.
Send an invitation
- Select Invite user.
- Enter the colleague email address and optional display name.
- Choose a role: Admin, Accountant, or Viewer.
- Select Send invitation.
After inviting
- Invited users appear with an Invited status until they accept.
- Use Resend invitation if the email needs to be sent again.
- Change roles later from the member actions if responsibilities shift — see how to review organization access and security.