Add team members and choose what they can see

You can invite other people into your workspace so each of them signs in with their own email. Each person gets a role, and the role decides what they can see.

The roles

• Admin: sees the whole workspace, and can invite people and connect other apps.
• Team member: sees the whole workspace.
• Accountant (read-only money): sees only the money side, and can’t change it: invoices, payments, expenses, bank lines, receipts, mileage and reports. Never your personal books.

Invite someone

1. Open Settings > Team.
2. Under Invite someone, type their email address.
3. Pick their Role. It starts on Accountant, so change it if you’re inviting staff or a partner.
4. Press Send invite. They get an email with a link to join.

What they do

1. Open the link in the invite email.
2. Sign in with the same email address the invite went to. New to ColibriOS? Create an account with that email first, then open the link again.
3. Press Accept and open.

Manage your team

• Everyone in your workspace is listed under People, with their role and the date they joined.
• Invites nobody has accepted yet sit under Waiting to be accepted. Press Revoke to cancel one.
• The owner can remove anyone except themselves with the trash button on their row.

Good to know

• An invite link works for 14 days. If it runs out, send a new invite.
• Only the owner or an admin can invite people. Only the owner can remove them.
• The invite only works with the exact email you sent it to. Signing in with a different address shows an error.
• An accountant opens straight onto your money pages and can download your year-end pack for taxes. See Track taxes.
• Staff who teach or lead your gatherings don’t need an account to be scheduled. Add them in Contacts and give them the Staff role. See Your contact list.
• Only the workspace owner can choose or change the plan. See Change, pay for or cancel your plan.