Inviting team members

Invite anyone to your organisation from Organisation → Team: enter their email, pick a role, and send. They get an email link that is valid for 7 days.

How invites work

• Invitees without a Nightbooks account create one as they accept — no separate signup needed first.

• Invitees with an existing account just accept and the organisation appears in their switcher.

• Pending invites are listed on the Team page and can be revoked any time before acceptance.

• Your plan sets how many users an organisation can have.

Choosing the role

Pick the least access that does the job — see Roles and permissions for the full breakdown. Two common cases: your accountant usually wants admin (full books access, can manage settings), and a bookkeeper doing day-to-day work is a member. Roles can be changed later, so the initial choice is not a commitment.

Inviting your accountant is free of drama: they see live books instead of you exporting things at year-end.