Inviting and managing team members

Where to find it

Settings → Team → Members

✅ Common tasks

Invite a new member

1. Open Settings → Team and select Invite member

2. Enter the person's email address

3. Choose a role: Admin, Approver, or Accountant

4. Optionally assign them to an existing team, or leave as None

5. Select Invite and wait for the confirmation

Only an Owner or Admin can invite Admin, Approver or Accountant roles — others can only invite Approvers.

Change a member's role

1. Open Settings → Team → Members and find the person

2. Use the role dropdown next to their name, or open Edit user

3. Choose the new role

4. Confirm the dialog if you're transferring Owner

You can't change your own role — ask another Owner or Admin to do it.

Remove a member

1. Open Settings → Team → Members and find the person

2. Open their More options menu and choose Delete user

3. Cancel any assigned cards or banking access first

4. Select Delete to confirm removal

The organisation owner can never be removed, and only an Owner can remove an Admin.

🔗 See also

• Roles and permissions

• Approval teams

• Approval rules

• Accountant access requests

• Settings and user preferences