Invite your team
Give teammates, a bookkeeper or your accountant their own login. Invite them by email, choose their role, and manage access from Settings.
By Travada SystemsUpdated 2 min read
Everyone who works on your books should have their own login. Invite them to your organisation and they'll see the same customers, invoices, transactions and documents as you.
Roles
There are two roles:
- Member: can use Travada Books day to day. Members can create and send invoices and quotes, record payments, manage customers, work with transactions, the Inbox and the Vault, and change settings such as your business details and categories.
- Owner: can do everything a member can, and also manage the team and the organisation. Only owners can invite people, see and manage pending invitations, change roles, remove members, export all your data, and delete the organisation.
An organisation can have more than one owner.
Invite someone
Only owners can invite.
- Open the menu under your business name at the bottom of the sidebar and choose Team.
- Select Invite member.
- Enter their Email address and choose a Role: Member or Owner.
- To invite more people at once, select + Add another. You can add up to five at a time.
- Select Send invites.
What your teammate receives
They get an email inviting them to join your organisation on Travada Books. The link in it opens a page showing your business name and their role:
- If they're new, they select Create account to accept.
- If they already use Travada Books, they select Sign in to accept.
They must use the email address you invited. If they're signed in with a different account, Travada Books asks them to sign in or create an account with the invited address. Once they've joined, your organisation opens for them straight away, and other owners are notified.
Invitations expire after 7 days.
Pending invitations
Owners can see invitations that haven't been accepted yet on the Invitations tab, with how long each has left or whether it has Expired. Select the ••• menu next to an invitation to:
- Resend invitation: sends the email again and gives them another 7 days.
- Cancel invitation: the link stops working.
Change a role
On the Members tab, select the person's role badge, then choose Owner or Member. You can't change the role of the only owner, so an organisation always has at least one.
Remove a member
- On the Members tab, select the ••• menu next to the person.
- Choose Remove member, then Remove to confirm.
They lose access straight away. To remove another owner, change them to a member first.
Leave a team
To leave an organisation, go to Team, select the ••• menu on your own row, and choose Leave team, then Leave. You'll need a new invitation to rejoin. The only owner can't leave.
Good to know: You can belong to more than one organisation with the same login. Switch between them from the menu under your business name in the sidebar.