People and roles
Who has access to the account and what they may do in it.
Step by step
- Open “People” and choose “Invite a person”.
- Enter their e-mail and pick the role: “Owner” (everything, including people, the plan and closing the account), “Write and read” (issues and edits documents and contacts), “Read only” (reads and exports) or “Accountant” (reads everything and exports; changes nothing).
- Choose “Send the invitation”. We send a link valid for 10 days.
- The invited person opens the link, signs in and chooses “Accept the invitation”. The account then appears among their accounts.
- To change a role or remove someone, open the actions next to their name. Removing asks first; what they issued stays in the account.
Good to know
An invitation can be accepted only by the address it was sent to, and only once. An open invitation can be withdrawn.
Anyone but the owner can choose “Leave the account”. The owner hands the ownership over first.