How do I invite my team and assign roles?

From the team settings page, click "Invite Member" and enter the person's email address. You'll choose their role at the time of invitation — Account Owner, Admin, Manager, Member, or Viewer. The invitee receives an email with a link to accept the invitation and create their account.

Each role has specific permissions. The Account Owner and Admins can manage the organization, invite members, lock periods, and configure settings (billing stays with the Owner). Managers can create and manage close periods, tasks, and templates. Members complete their assigned tasks, and can also review or approve specific tasks when designated as the reviewer or approver on them. Viewers have read-only access to everything.

You can change someone's role at any time after they've joined, and you can remove team members from the team settings page. Role changes take effect immediately — there's no approval workflow for role assignments.