Team & Auditors

Invite team members, assign roles, and link auditors who get read-only access to your company.

The Team tab of Company Configuration is where you manage who can access the company you're working in — your team members and your auditors. Open it from Company → Company Configuration → Team.

Note

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.

Invite a member

Choose to add a member and enter their email to send an invitation.

Assign a role

Pick the role that matches what they should be able to do.

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.

Add an auditor

Choose Add Auditor.

Enter the auditor's email

Provide the auditor's email to send a linking invitation.

Auditor accepts

Once linked, the auditor can select your company from their auditor view and review it read-only.