Team Management & User Roles

Collaborate effectively with your team by setting up the right access levels and permissions.

Understanding User Roles

Inviting Team Members

1. Go to Settings → Team
2. Click Invite Team Member
3. Enter their email address
4. Select their role
5. Click Send Invitation

What Happens After Invitation

1. Team member receives email invitation
2. They click the link to accept
3. They appear in your team list as "Active"

Managing Team Members

Changing a Role

1. Go to Settings → Team
2. Find the team member
3. Click Edit icon
4. Select new role
5. Click Save

Removing a Team Member

1. Go to Settings → Team
2. Find the team member
3. Click Remove
4. Confirm removal

Best Practices

1. Principle of least privilege: Give minimum necessary access
2. Regular audits: Review team access quarterly
3. Immediate removal: Remove departed employees same day
4. Two-factor auth: Enable 2FA for all team members

Next Steps

• Dashboard Navigation
• Creating Your First Invoice