Team and roles

Whom to bring into your company, what each role may do and how an invitation works.

Last checked against the program: 10/10/2026

The three roles

	Owner	Bookkeeping	Tax adviser
Read and export everything	yes	yes	yes
Invoices, receipts, reconciliation, company details	yes	yes	no
Invite the team and change roles	yes	no	no
Subscription, Stripe, API keys, webhooks	yes	no	no
Delete the company permanently	yes	no	no

Owners also receive the system emails: daily report, deadlines, accepted quotes.
The Tax adviser sees everything and downloads the accountant package themselves — they cannot change anything.

Open Settings → Business → Team. Only owners see the card Invite someone.
Enter Name and Email, choose the Role and click Invite.
The person gets an email with a link. It is valid for 7 days and only once.
Through the link they set their password and are signed in. If they already have an Invobookz account, they sign in with their existing password — it stays as it is.

You do not set a password. The invitation form has no password field; in the end only the invited person knows the password.

Under Invitations you see the status: waiting, redeemed, withdrawn, expired.
Send again sends a new link; the old one stops working and the 7 days start again.
Withdraw invalidates the link as long as it has not been redeemed.

You change the role in the person’s row; it applies immediately.
Remove and then Revoke access takes the person out of your company. Their account remains, in case they work for another company too.
If you belong to several companies, switch at the bottom of the sidebar using the selector with the company name.
Your own row has no buttons. Nobody can remove or demote the last owner — first make a second person owner.

Not found what you are looking for? In Invobookz, click Support at the bottom left — we answer in the app.