Collaboration3 min

Inviting team members

Collaborate with your team by inviting members and managing their access permissions.

Work together more effectively by inviting team members to your Akauntme account. Assign roles and permissions to control what each member can access and edit.

Step-by-Step Guide

1

Go to Team Settings

Click on Settings > Team & Permissions from your dashboard menu.

2

Click Invite Member

Click the 'Invite Team Member' button to open the invitation form.

3

Enter Email Address

Type in the email address of the person you want to invite. They'll receive an invitation email to join your team.

4

Assign Role

Choose their role: Admin (full access), Manager (most features), or Viewer (read-only). You can customize permissions later.

5

Set Permissions

Fine-tune what they can access: invoices, expenses, reports, clients, etc. Toggle individual permissions as needed.

6

Send Invitation

Click 'Send Invitation'. The team member will receive an email with instructions to join and set up their account.

Pro Tips

Team members need to accept the invitation within 7 days

You can modify permissions anytime from team settings

Track team member activity in the audit log

Remove team members instantly if needed