Invite Your Team

Add team members with different permission levels — Owner, Admin, Accountant, Member, or Viewer.

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Invite Your Team

OneBookPlus supports multiple users per business with role-based permissions.

How to Invite a Team Member

  1. Go to Settings → Team
  2. Enter the person's email address
  3. Choose a role:
  • Owner — full access to everything including billing and team management
  • Admin — manage team and all business data
  • Accountant — access to accounting, expenses, invoices, and reports only
  • Member — create and edit invoices, contacts, bookings, and expenses
  • Viewer — read-only access to all data
  1. Click Send Invite

The person will receive an email invitation. Once they sign in, they'll have access to your business based on their role.

Managing Team Members

From the Team page you can:

  • Change roles — click the role dropdown next to any member
  • Remove members — click Remove to revoke access
**Note:** Only Owners and Admins can invite or remove team members.