The Team tab is available to a company administrator. It brings together team
members and linked auditors in one place; the exact controls may vary as the app
evolves.
Team members
Team members are people in your organisation who sign in and work in the company — creating invoices, managing customers, and so on. Their role determines what they can do.1
Invite a member
Choose to add a member and enter their email to send an invitation.
2
Assign a role
Pick the role that matches what they should be able to do.
3
They accept
Once they accept the invitation and sign in, the company appears for them.
Auditors
A linked auditor gets read-only access to your data — useful for accountants or external auditors who need to review your invoices without making changes. Linked auditors are shown with their Name, Email, Status, and Linked Date, with a Revoke/remove action. When none are linked, the section shows an empty state.1
Add an auditor
Choose Add Auditor.
2
Enter the auditor's email
Provide the auditor’s email to send a linking invitation.
3
Auditor accepts
Once linked, the auditor can select your company from their auditor view and
review it read-only.
Auditors can view your data but cannot create, edit, or delete documents. Remove
an auditor at any time to revoke their access.
Related
- Company Configuration — the tabbed hub this lives in.
- Support Access — approving temporary support-staff access.
- Linking Companies — companies you have access to.