Your team and your accountant

In Settings → Team, invite someone by email and choose a role:

• Owner: everything, including billing and ownership.
• Admin: everything except billing and ownership.
• Accountant: books, reports and taxes.
• Staff: the schedule only.

They get an email with a link to join. You can change roles or remove people at any time.

For accountants

Accept each client’s invitation with the same RiverBooks login. Clients lists every business you have access to, and the business switcher moves between them.