Team Collaboration
Work together on invoices, quotes, and clients
Team features allow you to:
- Share access to invoices, quotes, and clients
- Assign different permission levels
- Track who made what changes
- Collaborate through team chat
How to Invite Team Members
- Navigate to Team Members
Click Team Members in the sidebar
- Click "Generate Invite Code"
Look for the "Generate Invite Code" button at the top
- Copy the Invite code
Click the "Copy" button next to the invite code
Managing Team Members
Changing Roles
As an Owner or Admin, you can change a member's role from the Team Members page.
Removing Members
Click the three dots next to a member's name and select "Remove from team."
Pending Invitations
Invites expire after a certain period. You can resend or cancel pending invitations.
Best Practices
✓ Start with Member Role
Give new team members the Member role first, promote them later if needed
✓ Limit Admin Access
Only give Admin role to trusted team members who need it
✓ Review Team Regularly
Remove members who no longer need access