Team members and roles
Inviting colleagues, what owners, admins, members and viewers can do, and seat limits by plan.
Last updated 15 October 2026
An organisation can have several people. Each has a role that controls what they can change.
Roles
- Owner: everything, including billing, deleting the organisation and transferring ownership. There is always at least one owner.
- Admin: business settings, team management, all documents.
- Member: create and edit quotations, customers, catalogue, invoices and follow-ups.
- Viewer: read-only access to documents and reports.
Inviting someone
- Settings → Team → Invite. Choose a role and create an invite link.
- Send the link to your colleague. If they do not have an account, they create one and are added on sign-up.
- You can revoke an invite link before it is used.
Seats by plan
Free: 1 seat. Founders' Offer: 2 seats. Pro and Business: as shown on the pricing page. Removing a member frees a seat; their documents stay with the organisation.
Belonging to several organisations
One account can belong to several organisations, for example an accountant who prepares quotations for two businesses. Switch between them from the organisation menu.
Still stuck?
Write to us and we reply by email, usually within one business day.