Team Management

Invite team members and manage their access to your business finances.

← Back to Business Finance

Inviting Team Members

To invite a new team member:

  1. Navigate to the Team page under Business
  2. Click the "+ Invite Member" button
  3. Enter the team member's email address
  4. Select a role for the member
  5. Click "Send Invite" to send the invitation

Team Roles

Owner

Full access to all business features. Can manage team members, billing, and all financial data. There is typically one owner per business account.

Admin

Can manage transactions, budgets, and most business features. Cannot manage team members or change billing information.

Manager

Can view and edit transactions and budgets assigned to them. Cannot manage team members or sensitive settings.

Viewer

Read-only access to business financial data. Cannot make any changes to transactions, budgets, or settings.

Managing Team Members

As an owner or admin, you can:

  • View team list: See all members and their current roles
  • Change roles: Update a member's access level
  • Remove members: Remove access for team members who no longer need it
  • Resend invites: Resend invitation emails to pending members

Role Permissions

PermissionOwnerAdminManagerViewer
View transactions✓✓✓✓
Add/edit transactions✓✓✓-
Manage budgets✓✓✓-
Manage team✓---
Delete account✓---

Pending Invitations

When you send an invitation, it will appear in the team list as "Pending." The invite expires after 7 days. You can resend the invitation if needed from the team management page.

Argent Finance is a product by Ubunifu Labs