Inviting your team

Add staff accounts and decide what each person can see and do.

  1. Open Setup → Staff and click New staff member.
  2. Enter their name and email, and set a password or send them a welcome email.
  3. Under Permissions, choose what they can view, create, edit or delete, for example invoices but not expenses.
  4. Save. They sign in at your workspace address.

Each plan includes a number of staff accounts: 3 on Starter, 10 on Business and unlimited on Pro. See plans and limits.

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