Workspace and team

One place for settings

• Workspace: mailbox history.
• Members: people with access, including external accountants, and pending invitations.
• Account: your password and sign-in sessions.

Invite a teammate

1. As the owner, open Settings → Members.
2. Enter your teammate’s email address and choose Member or Viewer.
3. Choose Create invitation link, copy the link, and share it with your teammate.
4. Your teammate signs in with the invited, verified email and accepts the invitation.

Choose the right access

Owner

Manages workspace settings and members, and can collect, review, and organize invoices.

Member

Manages invoices, supplier classifications, and integrations. Cannot manage membership or company choices.

Viewer

Views invoices, suppliers, and reports, and downloads PDFs. Cannot change workspace data.

Manage invitations and members

Invitation links expire after seven days. Creating another invitation for the same email replaces its previous link. The owner can revoke a pending invitation or remove a member from Settings → Members.

Removing membership stops future access to the workspace. It cannot withdraw PDFs someone has already downloaded. Current workspaces support up to 100 members.

Cost teams and member access are separate. Assigning a supplier to Marketing or Engineering does not restrict which workspace members can view it.

Work with several clients as an accountant

Create your own account (choose I’m an accountant with several clients during setup, or open the accountant sign-up). Each client invites your email from Settings → Members as a viewer or member.

Clients lists every workspace you belong to with this month’s invoice count, invoices that still need review, and totals per currency. Choose Open to switch to that client. Clients also appears for anyone who belongs to more than one workspace.

Keep your account secure

Change your password in Settings → Account. Changing the password also signs out your other sessions. Use Sign out other devices to revoke them without changing your password.

Workspace switching changes which invoices you work with. It does not move invoices between organizations. Each connection and its collected invoices remain in their workspace.