We've got some great news for those of you who don't work alone. You can now add team members to your Invoicer account.
If you're collaborating with a virtual assistant, sharing tasks with a co-founder, or managing a small finance team, it will now be much easier to divide the work without compromising control. Let's see how it works!
The new Team Members feature is available on Pro and Advanced plans. So, if you're on the Basic plan, you're limited to just one user (yourself).
Here's a quick look at what each plan allows:
Basic Plan: 1 team member (the account owner only)
Pro Plan: Up to 2 team members (including the account owner)
Advanced Plan: Up to 3 team members (including the account owner)
We're also working on a future update that will let you purchase additional team seats if you need more flexibility.
Adding someone to your team is very simple. Just follow these steps below:
Go to the "Team" section in the main menu.
Click "Invite member".
Enter their name and email, then click "Invite".
We'll then send an invitation email to the new member, and you'll get a confirmation that the invite went out. Once invited, they'll appear in your Members list, where you can view their role, invite date, and registration status.
New members are automatically given the Editor role, which allows them to create and edit documents. If you'd like to change their role, just click the user row or select Actions > Edit.
We understand that not every team member needs the same access. That's why Invoicer includes three default roles:
Admin – Full access, similar to the owner
Editor – Can create and modify documents
Viewer – Can view documents, but not make changes
You can also create custom roles and tailor permissions to fit your team's needs. To do this, select "Manage Roles" on the "Team" page.
From there, you can:
Edit existing roles
Create new roles
Enable or disable permissions for each role
All changes take effect immediately so your team can get to work without delays.
Note: The Owner role can't be edited or deleted.
No. The Basic plan is limited to one user. To collaborate with others, you'll need to upgrade to Pro or Advanced.
Not at this time. Currently, all documents are sent from the account owner's email. We're planning to add support for sending documents from team member emails in a future release.
This update makes Invoicer even more flexible and team-friendly.
If you're growing your business or just need an extra hand, adding team members lets you share the work while still staying in charge.
As always, we're here to help. If you have questions or feedback, feel free to reach out to us!
