1Invite someone
In Settings → Team, type an email address, pick a role and click Send invitation. The person gets an email, signs in or creates a free login with that same address, and accepts. Each person has their own login, password, Google sign-in or passkey: nobody shares yours.
2Roles
| Role | Can do | Seat |
|---|---|---|
| Admin | Everything, including settings, integrations, card payments and the team. Not your subscription. | Yes |
| Team member | Invoices, clients, estimates, payments, expenses and reports. No settings or billing. | Yes |
| Accountant | Sees every record, report and export. Changes nothing. | Free |
| Read-only | Sees everything. Changes nothing. | Free |
Starter includes one user (you). Professional includes five. Accountants and read-only guests never count, on any plan.
3Several accounts, one login
If you were invited to more than one account, for example as the accountant of several clients, or because you run a second LLC, a switcher appears at the top of the menu. Pick an account and Invollc shows its data, with the role you have there.
4Activity log
Every change made on the account is recorded with who made it and when: invoices created, sent or voided, payments, expenses, credit notes, team changes. The owner and admins see the last 200 in Settings → Team.
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