Team members and roles
Invite people to your business account and choose whether they're an Admin or a Team Member.
You can give other people access to your business account, so your team can send invoices and track payments without sharing a login.
Roles
- Admin: has full control over business settings, team management and banking details.
- Team Member: can view business details and invite team members, and can do the day-to-day work of invoicing, managing customers and tracking payments. Team members can't change business settings, banking details or the subscription.
Invite a team member
- Go to Settings, then the Team tab.
- Select Invite Member.
- Enter the person's Email or mobile phone number.
- Choose a Role: Admin or Team Member.
- Select Invite.
Screenshot to add: the Invite Team Member dialog
They'll get an invitation to join. Until they accept, they're shown as invite pending. Once they accept, they can switch to your business from their account.
Manage your team
From the Team tab, admins can change a person's role, resend or delete a pending invitation, and remove a team member. If you change an Admin to a Team Member, they lose access to business settings, banking details and team management.
Need help? Email support@finli.com.
Updated October 22, 2026