Collaboration
Setting up team permissions
Invite operators, accountants, and collaborators with the right access levels.
6 min
Invite team members
Go to Settings → Team and enter email addresses. Each invite includes a role selection.
Assign roles
Choose from Owner, Admin, Operator, or Viewer. Each role has carefully scoped permissions to protect sensitive financial data.
Manage access
Review and modify permissions at any time. Activity logs show exactly what each team member has accessed.