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Team Members & Permissions

Cashflowy supports multi-user access with role-based permissions. Invite your team, bookkeeper, or accountant and control exactly what they can see and do.

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How to invite someone

1

Go to Settings

Navigate to Settings → Team Members.
2

Click 'Add Team Member'

Click the Add Team Member button.
3

Enter their email

Enter the email address of the person you want to invite.
4

Select their role

Choose the appropriate permission level:
RoleCan editCan viewStaff features
Owner✅ Everything✅ Everything✅ Billing, settings
Admin✅ Everything✅ Everything❌ No billing
Team Member✅ Limited editing✅ Everything❌
Read-Only❌ View only✅ Everything❌
Accountant✅ Journal entries, categories✅ Everything✅ Journal Ledger
5

Send invite

They’ll receive an email with a link to join your Cashflowy business.

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Inviting your accountant

We recommend the Accountant role. It gives them:
  • Full visibility into transactions, categories, and reports
  • Ability to create journal entries and adjustments
  • Access to the Journal Ledger for double-entry bookkeeping
  • No access to billing or destructive settings

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Managing members

  • Change role — click on a member to update their permissions
  • Remove — revoke access instantly
  • Resend invite — if they didn’t receive the email
Per-business access: Invitations are scoped to a specific business. If you manage multiple businesses in Cashflowy, you need to invite people separately for each one.