Invite team members, assign roles, and control who can do what.
Invoice For Me supports team accounts so you can invite colleagues and control what they can access.
| Permission | Admin | Editor | Viewer |
|---|---|---|---|
| Create and send invoices | Yes | Yes | No |
| Edit existing invoices | Yes | Yes | No |
| View invoices and reports | Yes | Yes | Yes |
| Manage clients | Yes | Yes | No |
| Access billing and plans | Yes | No | No |
| Invite or remove team members | Yes | No | No |
| Edit business settings | Yes | No | No |
Admin — Full access to everything, including billing and team management. The account owner is always an Admin.
Editor — Can create, edit, and send invoices and manage clients, but cannot access billing settings or manage team members.
Viewer — Read-only access to invoices, clients, and reports. Perfect for accountants or bookkeepers who need visibility without edit access.
Go to Settings → Team, find the member, and click Remove. Their access is revoked immediately. Any invoices or documents they created remain in the account.
Note: Team features are available on all paid plans. The number of team members you can invite depends on your plan.