Adding Team Members

Invite team members to help manage your Daybook account. Available on Team plan.

Requirements

• Team plan subscription ($49/month includes 5 seats)
• Additional seats: $9/user/month (up to 10 total)

Inviting a Team Member

1. Go to Settings → Team
2. Click Invite Member
3. Enter their email address
4. Select their role (Admin, Member, or Viewer)
5. Click Send Invite

The person receives an email to create their account and join your team.

Team Roles

Role	What They Can Do
Admin	Everything except billing. Can manage team members.
Member	Create/edit invoices, clients, projects. Can't manage team.
Viewer	View-only access. Can't create or edit anything.

Role Details

Admin

• Full access to all features
• Invite and remove team members
• Change member roles
• View all reports and analytics
• Cannot access billing settings

Member

• Create, edit, and send invoices
• Manage clients and projects
• Track time and expenses
• Cannot invite team members
• Cannot view team settings

Viewer

• View invoices, clients, projects
• View reports
• Cannot create or edit anything
• Useful for accountants or partners who need visibility

Managing Team Members

Change Role

1. Go to Settings → Team
2. Find the team member
3. Click their role dropdown
4. Select new role

Remove Member

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

Removed members lose access immediately.

Pending Invitations

Invitations expire after 7 days. To resend:

1. Go to Settings → Team
2. Find the pending invitation
3. Click Resend or Cancel

Seat Management

Team plan includes 5 seats. To add more:

1. Go to Settings → Billing
2. Click Add Seats
3. Select number of additional seats ($9/month each)
4. Confirm

Maximum: 10 team members total.

Common Questions

Can team members see billing?

No. Only the account owner can access billing settings and payment methods.

Can I have multiple admins?

Yes. You can have multiple admins on your team.

What happens when I remove someone?

They lose access immediately. Their work (invoices, clients they created) remains in the account.

Next Steps

• Permissions explained
• Training your team