This guide covers: inviting a team member, setting or changing a role, and removing access. Available to Owners and Admins on every plan. The Team page is /team.
Invite a team member
What it does: Sends an email invite with a one-time link that creates a user in your firm with the role you pick.
Where: Dashboard → Team → Invitations tab (/team).
Steps:
- Open
/team. If you haven't created a team yet, the Create Your Team card appears first — type a Team Name (e.g. "Anderson & Associates") and click Create Team. - Click the Invitations tab in the top tab strip.
- Click Invite Member (top right of the tab body).
- Type the staff member's Email and pick a Role from the dropdown: Admin, Manager, or Viewer.
- Click Send.
- The new row appears in the Invitations table with status Pending. The table columns are: Email · Role · Status · Sent · Expires · Actions.
Who: Only Owners and Admins see the Invite Member button.
Notes: The invitee gets an email with a token-stamped link to /accept-invitation — see the Accept an invitation guide for what they do next. Status flips through Pending → Accepted → Expired. To kill a pending invite click Revoke in the Actions column — the link stops working immediately.
Set or change a role
What it does: Changes what a team member can do across the firm and gates which clients they can see.
Where: Dashboard → Team → Members tab (/team).
Steps:
- Open
/teamand stay on the Members tab (the default). - Find the row in the table — columns are Member · Role · Client Access · Joined · Actions.
- Click Edit in the Actions column to swap the role. Pick a new role from the inline dropdown and the change saves immediately.
- To restrict client access, click Manage assignments in the Client Access column. The assignment panel slides open below the table.
- In the panel, each client has an Assign (green) or Remove (red) chip — click to toggle. The status updates in place.
- Close the panel with the X button when done.
Who: Only Owners and Admins see the Edit link. Owners can promote someone to Admin; Admins can only set Manager or Viewer.
The four roles (exact labels):
- Owner — full access, cannot be removed. Crown badge. Only the firm creator has this.
- Admin — full access to all clients. Shield badge.
- Manager — can run payroll for assigned clients. Briefcase badge.
- Viewer — read-only access to assigned clients. Eye badge.
Notes: If Client Access shows the green All clients label, the member sees every client — the Manage assignments link is hidden. Toggle that off by changing all_clients_access through the API or by switching the member to a Manager/Viewer role and re-restricting from the assignment panel.
Remove access
What it does: Deletes the team member from your firm. They lose access to the dashboard immediately.
Where: Dashboard → Team → Members tab (/team).
Steps:
- Open
/teamand stay on Members. - Find the row.
- Click the trash icon at the right of the row.
- Confirm "Remove [name] from the team?" in the browser prompt.
- The row disappears and a Member removed toast confirms.
Who: Only Owners and Admins. The Owner row never shows a trash icon — owners can't be removed.
Notes: Pending invitations are a separate revoke flow — go to the Invitations tab and click Revoke instead. Removing a member doesn't delete any of their work; the audit trail and any payroll runs they approved stay attached to their old user ID.
Team settings tab
What it does: Lets you rename the team and shows the role descriptions side-by-side.
Where: Dashboard → Team → Settings tab (/team).
The settings sections (exact labels):
- Team Details — change the Team Name and see the Created date. Click Save to persist.
- Role Descriptions — a read-only side-by-side of each role badge and what it grants. Use this when training a new admin.
Who: Owner sees a saveable form; Admin sees it but the Save button only fires for owners and admins. Managers and viewers see a read-only view.
Related: Accept an invitation · Dashboard & client list · Bulk payroll & alerts.