Invite users and assign roles

Add colleagues to your organization, choose what each role can do, and manage pending invitations.

Every organization has members with a role. The role decides what a person can create, approve or only view.

Roles

Role	What it can do
Owner	Everything, including removing members, billing and the two-factor requirement. Each organization has exactly one owner, created with it; the owner can hand ownership to an admin
Admin	Full access, but cannot make themselves or anyone else owner, or change the owner
Accountant	Create and edit invoices, contacts and items
Approver	Review and approve invoices
Viewer	Read-only access

Go to Settings → Team. Owners and admins see the Invite Member button.
Click Invite Member, enter the colleague's Email address and pick a Role, then click Send Invitation.
The invitation appears under Pending Invitations with its sent and expiry dates. Use the copy icon to copy the invitation link and share it if the email did not arrive; the X revokes it.
Your colleague opens the link and signs in, or signs up, with the invited email address. Alya Books brings them back to the invitation after signing in. Once accepted they appear in Team Members as Active.
To change a role later, use the dropdown in the Role column. Owners can remove a member with the X in the Actions column.

Make the new owner an admin first (Role column).
As the owner, click Make owner in their row in the Actions column.
Type the organization name to confirm and click Transfer ownership. If you use two-factor login, enter a fresh code.
They become the owner and you become an admin. The owners and admins are told.

Invitations expire; send a new one if the link stops working.
An invitation works only for the email address it was sent to. This stops a forwarded link from giving someone else access.
People join an organization only through an invitation. Nobody can add themselves.
The number of team members is limited by your plan. The meter is under Settings → Subscription.
Roles apply per organization. The same login can be owner in one organization and viewer in another.
Owners and admins can grant extra rights to accountants, approvers and viewers, and limit which sections they see, through the Permissions column. See Member permissions.
The owner cannot be removed or made inactive; transfer ownership first. If the owner has left and cannot transfer it, Alya Books support can make an active member owner. This is recorded with the reason.
Accountants cannot change Settings, sending settings or the e-invoicing connection.
The same page has the Accountant access card (firms working for you) and, for owners, Organization type.