Invite teammates (and optionally your bookkeeper) to your Payfriend company, and control what they can do with roles and permissions. User count is limited by your plan (1 / 3 / 10 on Gratis / Start / Pro).
Before you start
Admin rights on the company
Available seats on the plan (otherwise upgrade — see Plans and pricing)
The person’s email
Steps
1. Open Team
Go to Settings → Team (or Team under the settings menu).
2. Invite user
Click Invite / Add user, enter email, and choose a role.
3. Choose role
Roles may evolve, but typically include:
Admin — full access to settings, integrations, team, and data
User — day-to-day work (documents, bills, bank, invoices) per permissions
Viewer / limited — mostly visibility without changing critical items
Only grant what the person needs (especially bank/payments).
4. They accept the invite
They get an email, sign up/in, and gain access to the company.
5. Recommend 2FA
Ask everyone to enable two-factor where available under profile/security.
Check that it worked
User appears under Team with the correct role
They can sign in and see expected menu items
They cannot do things they shouldn’t (spot-check)
Common issues
Symptom | Cause | Fix |
Can’t invite | User limit reached | Upgrade plan or deactivate a user |
Invite fails | Spam / wrong email | Resend; check spelling |
Too little access | Role too narrow | Update permissions under Team |
Next steps
Didn’t find an answer? Message us via in-app chat, or use Contact.