Getting Started
Inviting team members
How to add colleagues to your InvoiceFlow account and manage their roles.
You can invite your team so multiple people can upload, review, and approve invoices.
Roles
| Role | Can upload | Can review & edit | Can approve | Can manage settings |
|---|---|---|---|---|
| Member | ✅ | ✅ | ❌ | ❌ |
| Admin | ✅ | ✅ | ✅ | ✅ |
Members can submit invoices for approval. Admins can approve, reject, and export.
How to invite someone
- Go to Settings → Team.
- Click Invite member.
- Enter their email address and select a role (Member or Admin).
- Click Send invite.
The invitee receives an email with a link to accept the invitation and create their account.
Managing existing members
From Settings → Team you can:
- Change a member's role
- Remove a member from the account
Removing a member revokes their access immediately. Their previously processed invoices remain in your account.
Seat limits
The number of seats available depends on your plan. See Settings → Billing for your current plan and seat count.