Team Members

How do I add team members to my account?

Last updated: March 21, 2026

You can invite other people to help manage your InvoiceOwl business. Each team member gets their own login and a role that controls what they can do.

How to invite a team member

  1. Click Settings in the left sidebar.
  2. Click Team.
  3. Click the Invite button in the top-right corner of the Team card.
  4. Fill in the invite form:
    • Name -- the person's name
    • Email -- the email address to send the invitation to
    • Role -- choose what level of access they get (see roles below)
  5. Click Send Invite.

The person will receive an invitation. They can sign up using their email and a password, or sign in with Google.

Team member roles

There are three roles to choose from:

  • Admin -- full control over the business, including settings, billing, and team management
  • Full Access -- can create and edit invoices, quotes, clients, and payments, but cannot change business settings
  • View Only -- can see everything but cannot create or change anything

Choose the role when you send the invite.

Sharing the invite link

If the invitation email does not arrive, you can share the invite link directly:

  1. Go to Settings then Team.
  2. Find the team member with the Invited badge.
  3. Click the Copy Link button next to their name.
  4. Send the link to them however you like (text, email, etc.).

When they open the link, they will see your business name and their assigned role. They can create an account with a password or sign in with Google to join your team.

Removing a team member

  1. Go to Settings then Team.
  2. Find the team member you want to remove.
  3. Click the trash icon on the right side of their row.
  4. Confirm the removal.

This immediately removes their access to your business.

Team member limits by plan

The number of team members you can have depends on your plan. If you try to invite more members than your plan allows, you will be prompted to upgrade.

On the Mobile App

You can manage your team from your phone:

Inviting a team member

  1. Tap the More tab.
  2. Tap Settings.
  3. Tap Team Members.
  4. Tap the invite button (person with plus icon) in the top-right corner.
  5. Fill in Name, Email, and pick a Role (Admin, Full Access, or View Only).
  6. Tap Send Invite.

Copying an invite link

If the invitation email does not arrive, find the team member with the Invited badge in the list and tap Copy Link to share the invite however you like.

Removing a team member

Tap the trash icon next to the team member you want to remove, then confirm. Their access is removed immediately.