Team Setup & Roles

List each teammate's tasks and check available user seats before inviting anyone.

1. 1
   Open Users and review available seats on your plan.
2. 2
   Invite the teammate and assign a role suited to their work.
3. 3
   Ask them to accept the invitation and verify their account.
4. 4
   Check that they can perform only the intended actions.
5. 5
   Ask each teammate to open their main task page and confirm the intended action.
6. 6
   Review their role after the first week of actual work.

A role that is too narrow blocks work; one that is too broad can expose approvals they do not perform.

The invitation must be accepted before access begins. A role and plan features both affect what the user can do.

WARNING: Use least privilege for posting, payments, stock adjustments and period close; avoid assuming a named preset role has every permission.

Check available seats, the email address, and your user-management access before resending.