> ## Documentation Index
> Fetch the complete documentation index at: https://aczen-d43c4738.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Note>
  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.
</Note>

## Invite a team member

<Steps>
  <Step title="Open Team settings">
    In the left sidebar, click **Settings**, then select the **Team** tab.
  </Step>

  <Step title="Click Invite Member">
    Click the **Invite Member** button. A dialog box appears.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Assign a role">
    Choose a role from the dropdown. See the [role permissions table](#role-permissions) below to decide which role is appropriate.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Remove a team member

To remove someone who has already joined your account:

<Steps>
  <Step title="Open the Team tab">
    Go to **Settings → Team**.
  </Step>

  <Step title="Find the team member">
    Locate the person you want to remove in the list of active members.
  </Step>

  <Step title="Remove them">
    Click **Remove** next to their name. Confirm when prompted.
  </Step>
</Steps>

<Warning>
  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.
</Warning>