Team & access
Invite your team and set roles
The right people can open the books with the right level of access, and an invitation that is not accepted expires on its own.
- Who this is for
- Owner or admin. Only an owner can make another owner.
- Before you start
- The person’s email address. Every plan, Free included, has room for as many people as you need.
- Availability
- Hosted app only. The local build has no team.
Steps
- Open Settings & Close, choose Team & access and find the Team card. It lists every person, their role and a Remove button for anyone but you.
- Enter the Email address and choose a Role: Owner — everything, including billing and other owners; Admin — everything in the books, manages the team; Bookkeeper — posts entries, cannot lock periods or close the year; Viewer — read only.
- Choose Send invitation. They get an email with a link. It works for seven days, and they have to sign in with that address — the link alone lets nobody in.
- Pending invitations show under the list with Resend (the old link stops working) and Withdraw (the link stops working immediately).
- Choose Remove to take someone out of the books. Their past entries stay on the record.
What you should see
The person appears in the Team list with their role after accepting; a viewer sees read-only screens and disabled action buttons.
If it goes wrong
If the toast says the invitation was made but the email could not be sent, the person has not been told — check the address and choose Resend. If the card shows a fixed number of seats for your account, a pending invitation holds one until it is accepted; if it says no seat is free, contact support.
Related guides
Steps checked in the app on 2026-09-21. This guide describes how the software works; it is not accounting, tax or legal advice. Need a hand? Email support@qetaab.com.
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