Inviting and managing team members

Where to find it

Settings → Team

✅ Common tasks

Invite a member

1. Open the Members section.

2. Click Invite member.

3. Enter the person's email address.

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

5. Optional: choose a team, or select None.

If you assign the Accountant role, Cashfeed applies accountant email defaults for that user.

Change a role

1. Find the person in the Members list.

2. Click their role selector.

3. Choose the new role.

4. If prompted, confirm the ownership transfer.

You cannot always change your own role, and the organisation owner cannot be downgraded or removed.

Remove a member

1. Find the person in the Members list.

2. Click Remove on their row.

3. Confirm the deletion.

Removing a user also updates approval candidates and team membership lists.

🔗 See also

• Roles and permissions

• Approval teams

• Approval rules

• Settings and user preferences

• Accountant access requests