Helpgetting startedInvite Your Team
Invite Your Team
Add colleagues, accountants, and auditors with the appropriate role.
beginner· 2 views· Updated 7/18/2026
AkountFly allows multiple users per business, each with specific role-based access:
- Owner: full access, including billing
- Admin: full access, excluding billing
- Accountant: access to everything except business settings and billing
- Bookkeeper: access to daily transactions, no reports beyond Profit & Loss
- Viewer: read-only access
Invite team members via email. They receive a signup form pre-filled with your business details, making it easy to join.
Step-by-step
- 1Open Team & Access
Go to the Team & Access page: open Settings and choose Team, or visit /team directly.
Open Team & Access - 2Click Invite User
Click the Invite User button at the top of the Team & Access page.
Click Invite User - 3Enter Email and Role
Input the email addresses and select roles. You can invite multiple users by separating emails with commas.
Enter Email and Role - 4Send Invitations
Invitations are sent via email with a signup link. Note that invites expire after 7 days.
Send
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