Open: Settings → Team → Permissions
Before you begin
Use an authorised owner account on a plan that supports team members, such as Plus or Max. Basic does not include team members.
Practise in a test company first. Check the active company and your permissions. Available options depend on your plan, role and platform.
- 01
Open the company your colleague should join, then Settings → Team.
- 02
Start the team invitation and enter the intended email address. Choose Staff or Owner according to the responsibility you want to grant.
- 03
Select Send Invitation. Your colleague must open the invitation, sign in and accept it before membership is active.
- 04
Check the accepted member in the team list. Review a pending or expired invitation before resending it.
- 05
Open Settings → Permissions to delegate any additional responsibilities required for the work.
- 06
Have the member check the company and permitted actions from their account. For an accountant connecting as an advisor or CA firm, use the separate Company Profile CA access workflow.
Check your result
Your colleague can open the right company with the access you chose.
If something doesn’t look right
If access is missing, check the invited address, acceptance state and company membership.
Contact support →