GuideSecurity, Team & Settings
Team Members & Granular Roles.
3 min read
Collaborate with your accountant, partners, and employees with customized role-based permissions.
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#Inviting Team Members
Go to Settings > Team. Enter your colleague's email and select their role.
- Owner: Full system access, billing control, and workspace deletion
- Admin: Can manage modules, clients, invoices, and expenses
- Accountant / Viewer: Read-only access to financial reports and statements
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#Revoking Access & Managing Invites
Admins can revoke access immediately with one click if an employee leaves your organization.
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