Inviting team members to your workspace

Workspaces support multiple users with different roles. Available on Professional and Firm plans. Starter is single-user.

Roles

RoleCan do ------ OwnerFull access. Add/remove members, delete workspace, manage billing. AdminEdit chart of accounts, post journal entries, manage settings. Cannot delete workspace or change billing. UserView and edit transactions, create invoices, run reports. Cannot change settings or invite. View-onlyRead-only access to all data. Useful for auditors or financial advisors.

Sending an invite

Go to Settings → Team.

Click Invite member.

Enter their email, pick a role, optionally add a note.

Click Send invite.

The recipient receives an email with a one-click acceptance link. The link is valid for 7 days. If they don't have a Ledgable account yet, they're prompted to create one (no separate signup flow).

Managing existing members

From the same Team page, you can:

Change role — promote or demote without re-inviting.

Suspend — temporarily revoke access without removing the user (useful for contractors between engagements).

Remove — permanently revoke access. The user's prior actions remain on the audit log.

Accountant access

If you want to invite your accountant rather than a team member, use the Invite accountant flow under Settings → Team → Accountant access. Accountants are billed under their own Ledgable Partner Program subscription, not from your workspace.

What's logged

Every invite, role change, and removal is recorded in the workspace audit log (Settings → Audit log). The log is immutable and visible to all owners.

Troubleshooting

The invite email didn't arrive. Check spam. If still missing after 5 minutes, the Team page shows pending invites — click Resend next to the address. The user accepted but I don't see them in the team list. Refresh the page. If still not visible, the invite token may have expired. Send a new one.