Settings → Team
Open Settings → Team and click Invite member.
Enter the person’s email address.
Choose a role: Approver, Accountant, or Admin.
If your organisation has teams, optionally choose a team.
Click Invite and wait for the success message.
The team option only appears when your organisation already has teams.
Find the member in the Members list.
Open their role selector.
Choose the new role.
If you select Owner, confirm the ownership transfer message.
Wait for the success message and refreshed member list.
You cannot change your own role.
Find the member or accountant you want to remove.
Open the member actions menu or Remove button.
Confirm the deletion prompt.
Wait for the success message.
Refresh the list if the person still appears briefly.
Owners cannot be removed or have their role changed.
Go to the Teams section on the same page.
Click Add team to create a new approval-rule team.
Click Edit on an existing team to change its members.
When inviting a new user, select a team to add them after access is created.
Use Approval teams for routing setup details.
Team assignment is optional during invite and only applies after the person receives organisation access.
Check that the email address is valid.
Try again with a role you’re allowed to assign.
If you need to invite a higher role, ask an Owner or Admin.
Create at least one team in the Teams section.
Invite the member without a team, then add them to a team later.
Review Approval teams if you need to configure team-based routing.
Check whether the person is the organisation Owner.
You cannot change your own role or remove yourself.
If the member still cannot be changed, contact Cashfeed support.
Double-check the email address before continuing.
Click Continue only if you intend to make that person the new Owner.
If this is unexpected, cancel and choose a different role.
Refresh the page.
Check whether the person belongs to an accountant organisation section instead.
If the list still does not update, contact Cashfeed support.
