Invite team members and assign roles in Aczen Bilz

Add colleagues to your Aczen Bilz account, assign roles with the right level of access, and manage invitations — all from the Team settings tab.

If you work with a bookkeeper, accountant, or operations team, you can invite them to your Aczen Bilz account so they can work on invoices, expenses, and reports without sharing your personal login. Each team member gets their own login with a role that controls exactly what they can see and do.

Team member access is available on the Growth plan (up to 5 users) and the Scale plan (unlimited users). If you are on the Starter plan and want to add team members, upgrade your plan first from the billing settings.

Invite a team member

1. Open Team settings

   In the left sidebar, click Settings, then select the Team tab.

2. Click Invite Member

   Click the Invite Member button. A dialog box appears.

3. Enter the email address

   Type the email address of the person you want to invite. This is the address they will use to sign in.

4. Assign a role

   Choose a role from the dropdown. See the role permissions table below to decide which role is appropriate.

5. Send the invitation

   Click Invite. An invitation email is sent to the address you entered. The invitation is valid for 7 days.

   The invited person will receive an email with a link to create their account. Once they sign up, they are automatically added to your organisation with the role you assigned.

Role permissions

Aczen Bilz has three roles for team members. Choose the role that matches the level of access each person needs.

Permission	Admin	Manager	Viewer
View invoices, expenses, and reports	✓	✓	✓
Create and edit invoices	✓	✓	—
Create and edit expenses	✓	✓	—
Approve expenses	✓	✓	—
Manage customers and vendors	✓	✓	—
Export reports and data	✓	✓	—
Manage team members	✓	—	—
Change account or billing settings	✓	—	—
Access branding and business profile	✓	—	—

Admin — Full access to everything in your Aczen Bilz account, including settings and team management. Grant this role only to people who need complete control.

Manager — Can create, edit, and manage invoices, expenses, customers, and vendors. Cannot change account settings or manage other team members. Best for accountants and bookkeepers.

Viewer — Read-only access to all data. Cannot create or edit anything. Best for stakeholders or business partners who only need to review reports.

Manage pending invitations

Invitations that have not yet been accepted appear as Pending in the Team settings tab.

Resend an invitation

Find the pending invitation in the team list and click Resend. A new invitation email is sent to the same address, and the 7-day expiry resets.

Revoke an invitation

Find the pending invitation and click Revoke. The invitation link is immediately invalidated. The person will not be able to join using that link. You can invite them again with a new invitation if needed.

Remove a team member

To remove someone who has already joined your account:

1. Open the Team tab

   Go to Settings → Team.

2. Find the team member

   Locate the person you want to remove in the list of active members.

3. Remove them

   Click Remove next to their name. Confirm when prompted.

Removing a team member revokes their access immediately. Any invoices or records they created are retained in your account. This action cannot be undone, but you can invite them again at any time.