Adding or Removing a Team Member

Whether your team is expanding, or you have a contractor in to help out, we have you covered.

All your teams information can be found under Settings > Team.

Adding a new team member

To add a new team member simply click the Invite team member button.

You will just need their email and what role they should be assigned.

Removing a Team Member

To remove a team member, select the icon beside the team member that needs to be removed.

Team members are only ever Archived, meaning all the history of their task signoffs will remain in past periods to preserve your audit evidence around your month end close process.

Updated on: 22/06/2023