Invite your team or your accountant

There’s no charge per person. How many people you can invite depends on your plan:

• Basic is for one person, the owner, and has no one else to invite.
• Standard includes two people who can edit and one who can view, besides the owner, such as your bookkeeper and your accountant.
• Plus has no limit. A household can share with a partner.

To invite

1. Open Settings › People and find Invite someone.
2. Enter their email address and choose a role.
3. Send invite. They get an email with a link that signs them up and brings them straight in.

Roles

• Owner: everything, including people, billing and deleting the business.
• Editor: can add and change data and assumptions. A good fit for a bookkeeper or accountant.
• Viewer: can look at everything they have access to and change nothing. A good fit for a partner, investor or banker.

Staffing Model access is given separately, because it shows pay. An owner can change a role or remove someone at any time under People.

Someone who belongs to more than one business, as an accountant usually does, switches between them from the business name at the top of the sidebar, and sees them side by side under All businesses.

Adding a second business

Open All businesses and press Add a business. The same ten-minute setup runs for the new one, which gets its own plan, forecast and members. An accountant can set a client’s business up this way and then, on Standard or Plus, invite the business owner as an editor or a viewer; the accountant stays the account owner, with the billing. Each client gets its own free trial. An owner adding a second business of their own is billed from the day it is set up: the free trial was for the first.