Collaboration
Invite your team and give each person exactly the access their work needs, with reusable roles, permissions by area, business profile assignments and optional customer restrictions. Team seats are included on the Team and Business plans.
How it works
Access is built from roles, business profiles and customer assignments, so each person sees exactly what their work needs.
Invitations are tied to an email address and expire if unused.
Invite a team member and they receive a time-limited join link. Their access starts once they accept with the email address you invited.
The Team page shows how many seats your plan includes and how many are in use, and when every seat is taken, Invite explains how to add more. A pending invitation holds a seat, and a declined, removed or blocked invitation frees it again.
Turn each job into a reusable set of permissions.
On the Team page's Roles tab, build roles area by area, with permissions such as full access, create, edit, delete, export, share and schedule wherever they apply.
Every area and sensitive action needs an explicit permission, so a role opens only what you have granted.
Roles set what people can do; assignments set which businesses and customers they work with.
Choose one or more business profiles for each team member, and they work within those businesses day to day.
Give a member access to all customers in their assigned businesses, or focus them on a selected set when the work calls for it.
Built in
Everything you need to bring a team in with confidence, from invitations to owner-only areas.
Invite by name and email with a secure, time-limited link.
Create roles once and apply them to any number of members.
Choose which product areas each role can open.
Set create, edit, delete, export, share and schedule permissions wherever they apply.
Protect high-impact actions with permissions granted separately from everyday access.
Choose which business profiles a member may work within.
Allow all customers or focus a member on a selected few.
Billing and Plan, Integrations and the owner's own account stay with the owner.
The Team plan includes two team members and the Business plan three.
Send a pending invitation again with one click.
Removing a team member ends their access and keeps your business data intact.
System roles and roles in use are protected from deletion, so every member keeps a working role.
Questions
Yes. Assign a team invitation to selected business profiles, and the member works within those businesses.
Yes. Give a member access to all customers, or limit them to a selected list for a more focused workload.
You invite a team member by name and email, and they receive a time-limited link. Access begins once they accept with the invited email address, and you can resend or revoke a pending invitation at any time.
Yes. Until your first member joins, the Team page shows a progress circle beside its title that opens Get Started with Your Team, with two steps: Invite a Member, then Member Joins once they accept from their invitation email. Invite Member opens the same Invite panel, where you set their role, permissions and business access.
Billing and Plan, Integrations and Lock Transactions stay with the account owner, so team members can focus on their day-to-day work.
Yes, to ask questions about the records their access covers. Only the account owner can confirm the changes the assistant proposes, such as creating an invoice or a customer. Team members also have Ask AI, the built-in product guide, for help with any feature.
Yes, if their role gives them full access to Timesheet, which makes them a timesheet manager. Team members log time and submit their week, and the owner or a timesheet manager approves it or sends it back; nobody approves their own week. Worklog and timesheets are part of the paid plans.
Create a role, assign a business, invite your first team member, and expand access as your team grows.
