Managing Team Roles and Permissions

Inviting Team Members

OneBookPlus supports multiple users per business with role-based access control. Invite your team so everyone can collaborate on invoices, contacts, bookings, and more.

How to Invite a Team Member

1. Go to Settings from the sidebar
2. Click Team
3. Click Invite Member
4. Enter the person's email address
5. Select a role (see roles below)
6. Click Send Invite

The person will receive an email invitation with a link to join your business on OneBookPlus.

Available Roles

| Role | Access Level |

|------|-------------|

| Owner | Full access to everything, including billing and team management. Only one owner per business |

| Admin | Full access to business data and team management. Cannot manage billing |

| Accountant | Access to accounting, invoices, expenses, and reports only |

| Member | Can create and edit invoices, contacts, bookings, and expenses |

| Viewer | Read-only access to all business data |

Changing a Team Member's Role

1. Go to Settings → Team
2. Find the team member in the list
3. Click the role dropdown next to their name
4. Select the new role
5. Changes take effect immediately

Removing a Team Member

1. Go to Settings → Team
2. Click Remove next to the team member
3. Confirm the removal

Removing a team member revokes their access immediately. Their previous activity (invoices created, etc.) is preserved.

Plan Limits

The number of team members you can invite depends on your plan:

• Free — 1 user (owner only)
• Starter — up to 3 users
• Growth — up to 10 users

Need more? Contact support to discuss custom team sizes.

**Tip:** Use the Accountant role for your bookkeeper or tax agent — it gives them access to the financial data they need without exposing client communications or bookings.