Team access
Clear access for your team.
Invite teammates, assign access, and manage paid seats as your team grows.
Start 7-day trialIndividual: Owner-only
At a glance
What you can do
Least access by role
Email invitations
Change or remove access
Access
Access and paid seats
Each paid seat lets one person join the business account. Owner controls billing and security; Admin manages the workspace; Accountant reviews financial records; Manager runs daily operations; and Staff has limited operational access and can update the status of assigned tasks.
- Owner
- Admin
- Accountant
- Manager
- Staff
Notes on the web
Keep work connected
Write and find Notes in the web workspace on Pro and PyME, and during an eligible active trial. Keep a note private with Only Me or make it available to authorized workspace members with All Team. Add formatting, checklists, tables, uploaded images, or a YouTube video, and link the note to an existing client, supplier, invoice, or project. A project link preserves the Note’s visibility. Supplier access still follows your plan and role.
- Search and sort your notes
- Automatic saving
- Only Me or All Team
- Links to existing records
Forms on the web
Collect client details
On Pro and PyME, owners, admins, and managers can build client Forms on the web, publish a public link, review responses, and choose which responses to connect to workspace clients. Respondents do not need a FacturaOS account; response history stays within authorized workspace access.
- Templates and question builder
- Published sharing link
- Response review
- Client linking
Common questions
Can Individual invite team members?
No. Individual is for the owner only. Pro and PyME let you add paid seats and invite teammates.
Team access