Members, roles and teams · Questions
Members and roles: common questions
Short answers about seats, roles, record scope and two-factor sign-in.
Common questions
- How many people can I invite?
As many as your licence’s bracket of employees covers, counting members and pending invitations. “Seats” on Plan & billing shows how many members you have.
- Can a receptionist see our payroll?
Not with the Member role, which has no payroll, no exports and cannot delete invoices or orders. Check the Payroll row of a role you made yourself before you hand it out.
- Can someone have different roles in two workspaces?
Yes. A role is set for each workspace separately.
- A colleague says they cannot see a client. Why?
Check their role’s record scope and their teams. With “Own only” they see only the records they own; with “Own team”, their team’s as well.
- Can I make admins use two-factor sign-in?
Yes. Switch on “Require two-factor authentication for owners and admins” in Settings › General.
- What does the 2FA column mean?
Whether the person signs in with a code from an authenticator app as well as their password.
Read next
Members, roles and teams: who can sign in and what they see
Invite your team, give each person a role that decides what they can see and do, and group people into teams.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
Turn on two-factor sign-in
Add a second step to signing in: a six-digit code from an authenticator app on your phone, with backup codes in case you lose it.
Change how many employees your licence covers
Your licence covers a bracket of employees, from one person up; a second person means the next size, paid for the days left in your term. Buy a larger one whenever your team grows, or move to a smaller one from your next renewal.
More in Members, roles and teams
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