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TheĀ MembersĀ feature allows you toĀ invite team members, Accountants, Bookkeepers, or business partnersĀ to your workspace while maintaining control over access and permissions. Each member can be assigned aĀ role with specific permissionsĀ to ensure they have the appropriate level of access to financial data and account settings.
Invite, remove, and manage workspace members so that each user has the appropriate level of access to financial data.
Navigate to the Members Section
Go toĀ Settings (by clicking on your name in the top left corner) ā Workspace ā MembersĀ to see your current team members.
Add a New Member
ClickĀ āAdd MemberāĀ in the top right corner and enter theirĀ email address.
Set Member Workspace Permissions
Set Entity Workspace Permissions
Change or Delete a Memberās Access
ā Entities