Inviting team members
Collaboration is at the heart of Accupe. Here is how to bring your staff on board.
From the Dashboard
- Open Settings > Team from the sidebar.
- Click Invite Member.
- Enter their email address and choose a role:
- Admin has full access to billing, settings, and all clients.
- Staff can manage clients, jobs, and documents but cannot change billing or firm settings.
- Click Send Invitation.
The invited person will receive an email with a unique sign-up link. Once they complete their profile, they appear in your team roster automatically.
Managing roles
You can change a team member's role at any time from Settings > Team. Click the three-dot menu next to their name and select Change Role.
Revoking access
If a team member leaves, click Remove from the same menu. Their data contributions (notes, documents, time entries) remain in the system, but they lose login access immediately.
Plan limits: The number of team seats depends on your subscription tier. Starter plans include 1 seat, Growth plans include up to 5, and Elite plans offer unlimited seats.