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:
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.