Invite Your Team and Manage Roles
Invite team members, assign roles, and control access to your Invoicemonk business.
Quick Steps
- 1Navigate to Team
Click "Team" in the sidebar to access team management.
- 2Invite a Member
Click "Invite Member", enter their email address, and select a role (Owner, Admin, or Member).
- 3Manage Roles
Change a member's role, remove team members, or resend pending invitations from the team page.
Available Roles
On the Pro, SME and Biz plans, you can invite team members to your Invoicemonk business and assign roles to control what they can do.
- Owner — Full access to everything including billing and team management
- Admin — Can manage invoices, clients, and settings, but cannot manage billing
- Member — Can create and view invoices and clients, but cannot change settings
Inviting Team Members
- Navigate to Team from the sidebar
- Click Invite Member
- Enter their email address and select a role
- They'll receive an invitation email to join your business
Managing Team Members
- Change a member's role from the team page
- Remove team members who no longer need access
- View pending invitations and resend if needed
Frequently Asked Questions
What are the available team roles?
Owner has full access including billing. Admin can manage invoices, clients, and settings but not billing. Member can create and view invoices and clients but cannot change settings.
Which plans support team management?
Team management is available on Pro (up to 5 members), SME and Biz (unlimited). The Free plan is single-user only.