Manage your team and roles

Bring your team into a workspace and give each person the right level of access. It's all under Settings → Team.

Invite someone

1. Open Settings → Team and choose Invite member.
2. Enter their email and pick a role.
3. Send it. They'll get an email invite; once they accept, they appear in your members list.

The four roles

From most to least access:

• Owner — full control, including Papertools billing and deleting the workspace.
• Admin — everything except billing: settings, members, tax, reports, and deleting records.
• Member — create, edit, and send documents, and manage customers and vendors.
• Viewer — read-only across the workspace.

Pick the lowest role that lets someone do their job — you can always raise it later.

Managing members

From the members list you can change a role or remove someone at any time. A workspace can have more than one owner, so you're never the single point of failure.

Changing a role takes effect immediately — the person's access updates the next time they load a page.