> ## 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.

# Team Members & Permissions

> Invite team members to Cashflowy with the right access level.

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

## How to invite someone

<Steps>
  <Step title="Go to Settings">
    Navigate to **Settings** → **Team Members**.
  </Step>

  <Step title="Click 'Invite Team Member'">
    Click the **Invite Team Member** button.
  </Step>

  <Step title="Enter their email">
    Enter the email address of the person you want to invite.
  </Step>

  <Step title="Select their role">
    Choose the appropriate permission level:

    | Role            | Can edit          | Can view     | Staff features      |
    | --------------- | ----------------- | ------------ | ------------------- |
    | **Owner**       | ✅ Everything      | ✅ Everything | ✅ Billing, settings |
    | **Admin**       | ✅ Everything      | ✅ Everything | ❌ No billing        |
    | **Team Member** | ✅ Limited editing | ✅ Everything | ❌                   |
  </Step>

  <Step title="Send invite">
    They'll receive an email with a link to join your Cashflowy business.
  </Step>
</Steps>

## 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

<Info>
  **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.
</Info>