Getting started
Invite your team and accountants
Give operators, owners, and accountants the right access - including a read-only role for people who only need to review.
6 min4 steps
- 01
Decide who creates invoices vs who reviews them
Owners and operators usually need to draft and submit. External accountants often only need to see the trail.
- 02
Turn on multi-user access
Several people can work from one account with permissions and activity logs. The multi-user add-on is listed on the pricing page.
- 03
Invite with the matching role
Send invitations for the access each person actually needs. A read-only role is available for accountants and auditors who should not submit invoices.
- 04
Check the activity log
When something was submitted or changed, the log shows who did it. That matters when more than one person shares a workspace.