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Invites

The Invites section adds users and external firms to your workspace, with role assignment, access control, and status tracking.

Users​

Location: Settings → Invites → Users.

Inviting a user​

  1. Click Add (top right).
  2. Enter the user's email, select a role, and configure permissions.
  3. Click Send Invite.

The user clicks the email link, signs up, and gets access.

Managing users​

  • Update role — find the user in the list, click the Role dropdown, select the new role. Roles can change anytime.
  • Make Owner — 3-dot menu → Make Owner. Only the current Owner can do this.
  • Remove — 3-dot menu → Remove; access is lost immediately.
  • Resend invite — for users with Expired or pending status, click Resend Invite.
  • Copy invite link / Copy email / Add note — all from the 3-dot menu.

Invitation statuses​

Accepted — user joined. Pending — invite sent, not yet accepted. Expired — the invite link is no longer valid (resend it).

Firms​

Firm Invites bring external firms (accounting or advisory) into your workspace to collaborate with access to selected products.

Location: Settings → Invites → Firms.

Inviting a firm​

  1. Click Invite (top right).
  2. Enter the firm name and email address.
  3. Select the products to grant — Accounting, FP&A, Tax.
  4. Click Send.

The firm receives an email → clicks the verification link → is redirected to sign up → completes signup (name, password) → is added to the workspace with access to the assigned products.

Managing firm access​

Check the Status column (Accepted / Pending) in the Firms list; select a firm to review its assigned products and role. Firms only access data related to their assigned products and permissions. Re-invite anytime if needed.