Skip to main content

Documentation Index

Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

Cashflowy supports multi-user access with role-based permissions.

​
How to invite someone

1

Go to Settings

Navigate to Settings → Team Members.
2

Click 'Invite Team Member'

Click the Invite 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❌
5

Send invite

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

​
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.