Settings → Team / Users
Check the role order: Owner, Admin, Approver, Accountant.
Use Owner and Admin for full organisation access.
Use Approver for invoice reviews, supplier management, and bank transactions.
Use Accountant for read-heavy accounting work.
A person can have more than one permission in the same organisation.
Open the team or users screen.
Click Invite user.
Enter the person's email address.
Choose a role: Admin, Approver, or Accountant.
Click Send invite.
If you invite an existing user, Cashfeed updates their organisation access instead of creating a duplicate.
Open the member's row in the team or users list.
Choose a new role from the role selector.
Click Save.
Or click Remove to delete the member's access.
Confirm the warning when prompted.
Only Owners can remove Admins, and Owners themselves cannot be removed.
