Team Management

Invite team members, assign roles, and control who can access what in your workspace.

Inviting team members

1. Go to Settings > Team or Company > Team Members
2. Click Invite Member
3. Enter the person's email address
4. Choose a role (see below)
5. Click Send Invitation

The invitee receives an email with a link to join your workspace. If they don't have a MyCompanyDesk account, they can create one during the process.

Roles

Role	Description
Admin	Full access to everything, including team and billing management
Member	Access to assigned features, cannot manage team or billing
Accountant	Read-only access with specific accounting views

Admin

Admins can:

• Manage team members (invite, remove, change roles)
• Access billing and subscription settings
• Configure company settings
• Access all features

Member

Members have access to the features you assign them. Configure their permissions per feature.

Accountant

A special role for external accountants:

• View financial data (invoices, expenses, reports)
• Cannot create or modify records (by default)
• Specific permission set for audit purposes

Permissions

Fine-grained permissions let you control access per feature:

Page access

Choose which sections each member can see:

• Invoices
• Quotes
• Expenses
• Customers
• Projects
• Contracts
• Objects
• Time Registration
• Reports
• VAT
• Settings

Edit permissions

For each accessible page, choose whether the member can:

• View only — Read access, no modifications
• Edit — Full read/write access

Accountant contacts

Manage external accountant relationships:

1. Go to Settings > Team > Accountants
2. Click Add Accountant
3. Enter their name and email
4. Click Invite to send access
5. Configure their specific permissions

Managing accountant access

• Invite — Send or resend the access invitation
• Revoke — Remove access (can be restored later)
• Restore — Re-enable previously revoked access
• Update permissions — Change what they can see

Switching workspaces

If you're a member of multiple workspaces (companies), switch between them:

1. Click your account menu
2. Select Switch Workspace
3. Choose the workspace

Or create a new workspace from the same menu.

Tips

• Use the accountant role for your bookkeeper — it provides exactly the access they need
• Set member permissions thoughtfully — not everyone needs access to billing or team settings
• Review team access periodically, especially when team members change roles

INFO

Team management beyond 1 member requires the Pro plan. Unlimited members are available on the Business plan.