Help CenterTeams & Workspaces
Teams & Workspaces
Choose the right business, invite colleagues and control team access
4 articles
Inviting team members and managing pending invitations
Invite a colleague, check pending invitations and revoke an unused link safely.
4 min readbeginner2 views
Switching workspaces
Choose the right business and understand what changes when you switch workspace.
4 min readbeginner2 views
Revoking a team member’s access
Owner-only steps to remove a member without deleting their account or the business records.
3 min readbeginner1 views
Team roles and business access
Understand owner, admin, member, viewer and accountant permissions before sharing business records.
3 min readbeginner1 views