The right access for everyone
Invite your team with four clear roles. Owners and Admins run the business, Members do all the work, Viewers look and download. On Business, Members and Viewers can be limited to chosen Brands — they see only those Brands’ documents and balances.
Settings
What you can do with it
Owner
One per Organization: everything, plus handing over ownership.
Admin
Everything else, Settings and billing included.
Member
All the work — documents, payments, customers. No Settings.
Viewer
Looks at and downloads. Buttons hidden, not greyed out.
Four steps, no training needed
Invite by email
Settings → Team → Invite.
Choose a role
Admin, Member or Viewer.
Choose Brands
All Brands, or chosen Brands (Business).
They accept
Signing in with the invited email.
Roles in one table
Enforced in the app, on the server and in the database — so a Viewer can’t change anything and a person limited to one Brand never sees another Brand’s documents, however they try.
Learn it step by step in the Help Center
Related features
Multiple brands
Every trading name in one Organization — own logo, numbering and template, shared customers.
Notifications
A bell for payments, replies and overdue invoices — each person chooses in-app and email.
Customers & contacts
Customers with several contacts, GST status, custom fields, balances, credit and statements.
Questions about Team roles & brand access
How many people can I add?
Standard includes 3 people and Business 20, the Owner included. No per-seat fees.
Can the Owner change?
Yes — the Owner can hand over ownership to an Admin.
Do Viewers count?
Yes, toward the plan’s people.
Try Team Roles & Brand Access on Your Own Documents.
Start a 7-day free trial and see it with your customers, your Brand and your numbers.