> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team members

> Invite others to access your company in Pluvel.

You shouldn't be the only person who can categorize transactions, send invoices, or run payroll. But you also don't want your part-time assistant to have access to your bank accounts and tax filings.

Pluvel lets you invite team members with specific roles — from read-only viewers who can see reports, to admins who can do almost everything. Everyone gets their own login, and you control exactly what they can access.

## Roles

| Role           | Access level                                         |
| -------------- | ---------------------------------------------------- |
| **Owner**      | Full access including billing and ownership transfer |
| **Admin**      | Full access except billing and ownership             |
| **Member**     | Day-to-day features (transactions, invoices, bills)  |
| **Viewer**     | Read-only access to reports and data                 |
| **Accountant** | Special role for external accountants                |

### Role permissions

| Permission          | Owner | Admin | Member | Viewer | Accountant |
| ------------------- | ----- | ----- | ------ | ------ | ---------- |
| View dashboard      | ✓     | ✓     | ✓      | ✓      | ✓          |
| View reports        | ✓     | ✓     | ✓      | ✓      | ✓          |
| Manage transactions | ✓     | ✓     | ✓      | —      | ✓          |
| Create invoices     | ✓     | ✓     | ✓      | —      | —          |
| Run payroll         | ✓     | ✓     | ✓      | —      | —          |
| Manage team         | ✓     | ✓     | —      | —      | —          |
| Company settings    | ✓     | ✓     | —      | —      | —          |
| Billing             | ✓     | —     | —      | —      | —          |
| Transfer ownership  | ✓     | —     | —      | —      | —          |

## Invite a team member

<Steps>
  <Step title="Go to Settings → Team">
    Click **Settings** in the sidebar, then **Team**.
  </Step>

  <Step title="Click Invite Member">
    Click the **Invite Member** button.
  </Step>

  <Step title="Enter their details">
    * **Email address** — They'll receive an invitation here
    * **Role** — Select appropriate access level
    * **Name** (optional) — For your reference
  </Step>

  <Step title="Send invitation">
    Click **Send Invite**. They receive an email with a link to join.
  </Step>
</Steps>

The invitation is valid for 7 days. You can resend if it expires.

## Managing team members

### Change someone's role

1. Go to **Settings → Team**
2. Click on the team member
3. Select new role from dropdown
4. Save

### Remove someone

1. Go to **Settings → Team**
2. Click on the team member
3. Click **Remove**
4. Confirm

They immediately lose access. Their past actions remain in the audit log.

## Transfer ownership

To transfer ownership to another person:

1. Ensure they're already a team member (Admin level)
2. Go to **Settings → Team**
3. Click on their profile
4. Click **Transfer Ownership**
5. Confirm with your password

<Warning>
  Ownership transfer is permanent. You'll become an Admin and lose billing access.
</Warning>

## Inviting your accountant

For external accountants or bookkeepers:

1. Invite them with the **Accountant** role
2. They get access to:
   * All financial data and reports
   * Transaction categorization
   * Bank reconciliation
3. They can't access billing or team settings

If your accountant manages multiple clients, they can use [Firm Mode](/accountants/overview) instead.

## Team activity log

See what team members have done:

1. Go to **Settings → Team → Activity Log**
2. View actions by team member
3. Filter by date range or action type

Logged actions include:

* Invoices created/sent
* Transactions categorized
* Settings changed
* Reports exported

## Security best practices

<AccordionGroup>
  <Accordion title="Use strong passwords">
    Each team member should use a unique, strong password. Consider requiring password managers.
  </Accordion>

  <Accordion title="Enable 2FA">
    Strongly recommend all team members enable two-factor authentication. Admins can require it for the whole team.
  </Accordion>

  <Accordion title="Review access regularly">
    Quarterly, review who has access. Remove people who no longer need it.
  </Accordion>

  <Accordion title="Use appropriate roles">
    Don't give everyone Admin access. Use the minimum role needed for their job.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Company settings" icon="gear" href="/features/company/settings">
    Configure company preferences.
  </Card>

  <Card title="Firm Mode" icon="building-columns" href="/accountants/overview">
    For accountants managing multiple clients.
  </Card>
</CardGroup>