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More Settings guides
  • Set business information
  • Set general preferences
  • Set document and delivery defaults
  • Manage taxes, discounts, and shipping
  • Manage saved items and work
  • Set logos and colours
  • Customize document language
  • Edit notes and email templates
  • Manage team access
  • Configure payment integrations
  • Manage files
  • Recover or permanently delete records
  • Manage your account and theme

In this topic

  • Set business information
  • Set general preferences
  • Set document and delivery defaults
  • Manage taxes, discounts, and shipping
  • Manage saved items and work
  • Set logos and colours
  • Customize document language
  • Edit notes and email templates
  • Manage team access
  • Configure payment integrations
  • Manage files
  • Recover or permanently delete records
  • Manage your account and theme

Manage team access

Invite people with independent manage or read-only access to each feature.

Open in Invoice Aura

What to do

  1. 1

    Open Team

    Review active members and pending invitations.

  2. 2

    Add a member

    Enter name and email, choose role, then select feature grants and read-only limits.

  3. 3

    Review access

    Open a member or invitation to change grants, disable access, resend, or revoke.

  4. 4

    Search or export

    Filter the roster and export all matching rows.

Related guides

  • Set business information
  • Set general preferences
  • Set document and delivery defaults
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