Team members, roles and accountant access

Invite a team member

1. 1Open Settings and click Team & accountant access.
2. 2Under Invite someone, choose Team member.
3. 3Enter their Email and choose a Role, then click Create invite.
4. 4Copy the invite link with Copy link and send it to them on WhatsApp or email. Invites aren't emailed automatically yet.
5. 5They open the link, set a password and join your business. Until then the invite shows under Pending invites.

Which role to choose

• Business Owner — full access to everything, including subscription, settings and team.
• Accountant — customers, vendors, invoices, purchases, payments, GST filing, reports, payroll and the activity log.
• Sales Staff — manage customers, create invoices, and view products, stock, payments and reports.
• Inventory Manager — manage products, stock and purchase bills, and view vendors and reports.
• Viewer (read-only) — can look but not change anything.

Give your accountant (CA) access

1. 1Under Invite someone, choose Accounting firm, enter their email and click Create invite, then share the link. Or click Find a CA in the directory to send a connect request to an accountant already on SelloraBook.
2. 2Once they accept, they appear under Accounting firm access and can switch into your business from their own login.
3. 3To remove access, click Remove (team member) or Revoke (accountant).