Inviting Team Members
Add team members and assign appropriate roles
Adding Team Members
Collaborate effectively by inviting your team to prorganizer.space:
How to Invite
- Go to Settings > Team Members
- Click "Invite Member"
- Enter their email address
- Select a role (Owner, Admin, Accountant, Viewer)
- Send invitation
Role Descriptions
- Owner: Full access, including billing and account deletion (MFA required)
- Admin: Manage team, settings, and all features (MFA required)
- Accountant: Full financial access - transactions, invoices, payroll, reports
- Viewer: Read-only access to reports and data
Best Practices
- Assign minimum required permissions
- Review team access quarterly
- Remove access immediately when employees leave
- Use personal email addresses for external CAs/advisors